Administrator Northwich- Cheshire

recruitukltd Salary: c£20k+ dependent on experience

We are representing a leading UK company. They are one of the longest-established providers of high-quality financial planning advice and discretionary investment services. Their aim is to build and preserve their clients’ wealth by providing a complete, personalised and professional service. They have specialised in managing client portfolios for over 40 years and their investment team and financial planners are supported by more than 550 staff, working from 8 offices across the UK.

They are looking to recruit an administrator to their Northwich office who possesses the following:

  • Excellent Communication Skills (written and especially verbal) at all levels
  • Good Team Player
  • Self-motivated
  • Well Organised

Job Summary & Key Responsibilities:

  • Incoming letters: covering all aspects of client instruction and enquiries, including dealing with Solicitors and Personal Representatives
  • Withdrawal Requests
  • Written communication with clients and third parties
  • Client and third party telephone calls
  • Explanation of Company literature and information
  • Dealing with queries relating to deceased clients on behalf of other departments
  • Providing statistics for monthly reporting
  • Keep adviser up to date with cases & respond to queries from Advisers
  • Accurate and timely data entry on Investment Platform
  • Updating information and processing transfers (joint to sole/ISA to tax)
  • Full and ongoing training will be provided

Rewards and Benefits

They recognise the value of a work life balance, and have put together a benefits package that reflects this.

  • Discretionary Annual Bonus
  • Pension – Group Stakeholder Pension Plan; 5.3% employee and 10% employer contribution
  • Life assurance – 4 times annual salary
  • Private Medical Insurance
  • Annual Leave – minimum of 25 days as standard with the opportunity to buy up to 5 days’ additional annual leave every March
  • Plus further benefits including competitive family friendly offering , information available upon request

Please contact Andrew Nicholson at Recruit UK for a confidential discussion on tel no 01179170415 quoting ref: 12452

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