Your new company

A well-established and growing professional services business based in Bolton are now looking to hire on a permanent full-time basis. This is due to development and internal progression, as the business is now expanding, and this company is now seeking an Administrator to join their growing financial services team. The working pattern for this position is Monday to Friday on-site, however hybrid working could be considered after probation and with the agreement of the line manager. The standard working hours are 9am - 5pm, however there is flexibility on this EG, 8am - 4pm etc.

Your new role

As Financial Services Administrator you will be expected to support the wider business with day-to-day operations which entail:

Liaise with clients to help with any questions and queries and booking in review meetings as appropriate
Liaise with third parties to provide information on clients plans & using checklists to ensure all information has been provided once received and chasing up outstanding information
Obtain quotations from product providers and provide information
Prepare files including compliance required documentation; research; illustrations; supporting documentation, prior to sale
Ensure that files are complete and all required client identification documentation and necessary application forms
Maintain accurate client information, files/records, ensuring that clients are placed into a review system as agreed with the Adviser.
Process new business applications
Maintain a good working relationship with colleagues, clients and third parties.
Previous experience in an administration role, ideally in financial services or related sector
Knowledge of relevant regulation and legislation
Experience of setting up and maintaining systems, processes and procedures, Such as Salesforce CRM System
What you'll need to succeed

To be successful in securing this position, you will need to have strong administrative skills, along with:

Excellent face-to-face and telephone client interaction skills and ability to build rapport swiftly.
Broad experience of Microsoft Office (Outlook, Word, PowerPoint, Excel)
Good organisation skills and excellent attention to detail
Manage time effectively with the ability to multi-task
Keep calm when faced with conflicting demands and handles these effectively
Always demonstrate a positive attitude
Work well on own tasks as well as on shared goals as part of a team
Open to change with a creative approach to problem solvingWhat you'll get in return

In return, you will be paid a competitive annual salary of £25,000 depending on experience and will be joining a successful growing business during an exciting period.

Hybrid working (after probation / training once agreed with line manager)
£23,800 - £26,000 depending on experience
24 days annual leave, plus your birthday, plus bank holidays
Social events throughout the year
Annual Bonus schemes
NHS cash back
24 hours GP access and Counselling
Pension 4%
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