Role: Administrator
Location: Rawtenstall
Salary: £25k per annum, rising to £26k after probation
Benefits: free parking, bonus incentives & yearly bonuses, modern offices, team bonding events, buzzy team, progression opportunities including scope to be put through industry exams.
Square Peg Associates are currently recruiting for an Administrator to work within a super modern Financial Services business based in the heart of Rawtenstall. The business is experiencing significant growth and require an Administrator to provide support to a team of Paraplanners and Financial Advisers.
Role responsibilities:
·Providing administrative support to the Paraplanning team.
·File preparation.
·Drafting letters & reports.
·Chasing customers for outstanding information and liaising with scheme providers.
·Maintain accurate client information and updating information on the in-house system.
·Specialist Training will be provided to obtain relevant accreditation on systems and industry knowledge.
Knowledge and Experience Specification:
·Previous experience in an office support role, ideally in financial services or related sector (though not essential)
·Experience of client care and building and maintaining client relationships
Skills Specification:
·Excellent written communication skills
·Experience of Microsoft Office
·Good organisation skills and attention to detail
·Manages time effectively with the ability to multi-task.
·Keeps calm when faced with conflicting demands and handles these effectively.
·Demonstrates a positive attitude at all times.
·Works well on own tasks as well as on shared goals as part of a team.
·Open to change with a creative approach to problem solving.