Your new company

Your new role

• Provide comprehensive administrative support to Financial Advisers and Paraplanners.
• Maintain accurate client records and CRM systems in line with company standards
• Communicate effectively with clients, providers, and internal teams
• Submit Letters of Authority and collate plan information for research and analysis
• Prepare client packs for annual review meetings
• Assist with income reconciliation processes
• Handle incoming enquiries professionally, including meeting and greeting clients
• Support general business operations and assist colleagues when required
• Ensure all work meets service level agreements and maintains high data accuracy
• Adhere to company policies, procedures, and regulatory requirements

What you'll need to succeed

You will have previous experience within administration and must thrive working as part of a team. The organisation very much focusses on outcomes, so you must be able to work on your initiative and work to goals. You will ideally have experience within a professional services business or, at the very least, have an interest in the Financial Services sector.

What you'll get in return

This is an amazing opportunity to work with a team that is vastly experienced and will offer you the opportunity to grow within the role and business. The vacancy has become available due to an internal promotion. The post is paying up to £28k and comes with an excellent benefits package including - 22 days + bank hols + Christmas closure and your birthday off which doesn't affect your holiday entitlement. You will be based in Fulwood and will work full-time 37.5 hours per week from Monday-Friday. This is an excellent opportunity.

What you need to do now

If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.

If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career.