Role: Administrator

Location: Rawtenstall

Salary: £22-23k

Benefits: free parking, bonus incentives & yearly bonuses, modern offices, team bonding events, buzzy team & progression opportunities

Square Peg Associates are currently recruiting for an Adminsitrator to work within a super modern Financial Services business based in the heart of Rawtenstall. The business is experiencing significant growth and require an Administrator to provide support to a team of Paraplanners

Salary: Competitive and negotiable

Location: Rawtenstall, UK

Role responsibilities:

• Providing administrative support to the Paraplanning team.
• File preparation.
• Drafting letters & reports.
• Chasing ceding scheme information and liaising with scheme providers.
• Maintain accurate client information and updating information (CFR).
• Specialist Training will be provided and obtain relevant accreditation on systems (knowledge of Salesforce would be advantageous).

Knowledge and Experience Specification:

• Previous experience in an office support role, ideally in financial services or related sector (though not essential)
• Experience of client care and building and maintaining client relationships

Skills Specification:

• Excellent written communication skills
• Experience of Microsoft Office
• Good organisation skills and attention to detail
• Manages time effectively with the ability to multi-task.
• Keeps calm when faced with conflicting demands and handles these effectively.
• Demonstrates a positive attitude at all times.
• Works well on own tasks as well as on shared goals as part of a team.
• Open to change with a creative approach to problem solving.

If you are interested in hearing more about this role, please APPLY now or contact Olivia at Square Peg Associates today!!!