Senior Administrator (2619)

Ref: 2619

Salary up to £34k DOE | Plymouth | Office Based

Our client, one of the South West’s leading firms of Independent Financial Planners is seeking a Senior Administrator to join their team based in Plymouth.

Their experienced team are united by a shared belief in the value of simplicity, transparency, and openness and have an exciting opportunity for a like minded individual to join their team.

Your responsibilities:

  • Diary management of the firms Independent Financial Advisors
  • Preparing new business and client review packs for client meetings
  • Managing correspondence and maintaining client files
  • To use an appropriate system to record all new business submitted to providers
  • Mentoring of Administrators

Skills, Qualifications and Experience

  • Experience of working in a similar role in Financial Services for a minimum of three years
  • Highly effective time management and organisational skills
  • Excellent communication and interpersonal Skills (verbal and written)
  • Ability to work under pressure
  • Good literacy and numeracy skills

Your benefits:

  • Competitive salary £32k to £34k DOE
  • Company Pension Scheme
  • 21 days holiday plus bank holidays, rising by 1 day per year for each year of service up to a max of 25 days
  • Option to buy or sell 5 days holiday per year
  • Friendly and supportive working environment

Note on Sponsorship: We regret to inform you that at this time, we are unable to offer sponsorship for work authorisation for this role. Therefore, candidates must possess valid authorisation to work in the UK without requiring visa sponsorship. 

Recruitment Consultant: Joanne Howell

Ref: 10473