Administrator

Updated: March 18, 2024 08:58 AM GMT

Eventus Legal

Atherton

Eventus Recruitment are seeking an experienced Administrator to join a successful IFA / Financial Planning business based in Atherton near Bolton. This is a great opportunity to join a successful Financial Planning firm where you will benefit from having experienced and supportive colleagues around you. You will receive 25 days holiday plus bank holidays, Pension, study support and eligible to join a bonus scheme. This job presents an excellent opportunity for an experienced Administrator who wishes to take on additional responsibilities and follow a Paraplanning career pathway.

Role Responsibilities:

The successful Administrator will assist the Financial Planners and Paraplanners with client support and administration. Some of the duties within this job will include:
• Point of contact for new and existing clients to deal with any queries
• Process new business and ensure clients are kept updated with progress
• Deal with letters of authority and requests for information from... More Detail