Our client, a professional and dynamic financial planning and investment management company based in North Yorkshire, are looking to recruit a New Business Administrator to assist its expanding Cash Management business.
This highly respected and leading IFA have a long history of providing Financial and Investment planning solutions to personal and corporate clients. It has a number of offices and it has developed a strong reputation, especially in the North.
Working as part of the growing Cash Management Team, you will prepare and send out application packs, transfer client information from the referral forms and prepare and send out new business packs. You will add new clients to the portal, process general client post, upload documents and apply for accounts on behalf of clients. There will be general administration tasks involved in this position including data entry, updating systems, scanning, telephone answering and preparing and sending general letters.
Experience within the financial services sector is essential. You will have excellent administration skills, including the ability to work effectively as part of a team, as well as exceptional organisational, planning and prioritisation skills. You will have proven interpersonal skills with the ability to handle sensitive situations. You will ensure that clients receive an exemplary service and be able to determine priorities and make decisions independently.
You will be rewarded with a generous basic salary, with a bonus scheme in place to enable you to earn more. This is an opportunity for you to be able to contribute to and improve processes and procedures. You will enjoy working in a supportive team environment with lots of progression routes and opportunities.
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Financial Services and General Insurance Recruitment