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|Sectors||Pensions & Employee Benefits
HR & Secretarial
Pensions Administrator £18k + Benefits
We have a fantastic opportunity for an administrator to join a Financial Planning Organisation based in Manchester City Centre. This is an exciting opportunity to join an established company at its growth stage and really grow and develop within the role.
It is your duty to provide administrative support to the Financial Advisers in respect of new business. You will be contacting the clients to arrange Fact Find appointment calls for the Advisors and sending out the relevant documents.
The key responsibilities are as follows:
To monitor the new cases being received
Contact the client to agree the appointment date and time for the Fact Find call with the Advisor
Send confirmation of the appointments to the clients along with any required documentation
Track receipt of required documentation and liaise with the Advisor and Administrator to ensure received in time
Ensure the database and client folder is kept up to date
To make and answer telephone calls as necessary and have a friendly and professional manner at all times.
My client is offering an excellent starting salary, industry leading benefits, 5% matched pension contribution, 23 days holiday plus bank holidays, private medical insurance and DIS.
If you think you have the skills required and would like to apply, please submit your CV or contact Chris Neal at BRUIN Financial.
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