£23,000 - £25,000 Per Annum
Full Time
Permanent
Leicester, Leicestershire
Administration
Posted 21 days ago
Expires In 7 Days
Job Description
Salary: 24k-25k
Location: Leicester
Join Our Team as a Financial Advisory Administrator!
Are you detail-oriented with a passion for finance and client service? We’re looking for a motivated Administrator to support our team in delivering exceptional financial advice to our clients!
Key Responsibilities:
- Provide administrative support to financial advisors, ensuring seamless operations
- Prepare and maintain client files, documents, and reports as a Administrator
- Assist in the onboarding process for new clients
- Coordinate client meetings and follow-ups as a Administrator
- Manage client communications, ensuring timely responses and excellent service
- Help maintain compliance with industry regulations and company policies
- Strong organizational skills with a keen eye for detail and experience as a Administrator
- Excellent communication skills, both written and verbal
- Proficient in Microsoft Office and financial software
- Ability to multitask and prioritize effectively in a fast-paced environment
- Previous experience in financial services or administrative roles is advantageous
Kirsty Reeves
Kirsty.Reeves@pertemps.co.uk
0116 2554641
Division 080
Pertemps Leicester
7 Oak Spinney Park
Leicester Forest East
Leicestershire
LE3 3AW
0116 255 4641
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