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Financial Planning Administrator
☞ Lime People Search & Select Ltd
View: 101
Update day: 21-05-2024
Location: Sheffield Yorkshire and the Humber
Category: Finance / Bank / Stock Sales
Industry: Financial Services
Position: Mid-Senior level
Job type: Full-time
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Job content
My client is a fully independent nationwide Financial Advisory firm, providing sound Financial Advice to both businesses and individuals across Pensions, Retirement Planning, Estate Planning, Tax and Investments.Responsibilities
We urgently seeking an experienced Administrator to join an existing team who are responsible for providing Administration support for both the Financial Advisers and Directors of the business. Specifically you’ll be responsible for the following:
Administration duties
- To arrange basic administration requirements from file notes as instructed
- Collating costs & charges information for annual review purposes
- Preparing valuations / client packs for client meetings
- To send off letters by email and post as required
- To be responsible for scanning and administrative duties as required
- To telephone clients when required
- To be responsible for the main reception duties during opening hours
- To be the first contact for answering and directing telephone calls
- Opening of post in morning & allocation to staff
- To deal with clients at the front desk in a polite and courteous manner
- To arrange refreshments for clients and advisers as necessary
- To take accurate messages for advisers and members of staff as necessary
- To undertake photocopying / scanning duties as requested
- To be responsible for franking of outgoing post
- To ensure sufficient supplies of stationery / consumables / sundries
A great salary and working environment is offered for this role, which is office based in Sheffield.
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Deadline: 05-07-2024
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