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Financial Services Administrator – SCHOFIELD & ASSOCIATES FINANCIAL PLANNING LTD

25/03/2022

Financial Services Administrator – SCHOFIELD & ASSOCIATES FINANCIAL PLANNING LTD

SectorBusiness

Level3

LocationBurnley

Hours35

Wage£12,000 annually

Have a question? Get in touch!

Or call us on 01282 733005

About this vacancy

Our core values focus upon offering an expert service of distinct quality, integrity and excellence which in turn gives financial peace of mind to all clients. We have a successful development programme for our employees and are now looking to take on an apprentice to nurture and develop.

Desired skills

  • Good written and oral communication
  • Discretion and confidentiality
  • Computer literate
  • Concentration and attention to detail
  • Good telephone manner
  • Self-motivated
  • Customer orientated

Personal qualities

  • Well organised
  • Good time management
  • Communication skills (verbal, listening)
  • Attentiveness and patience especially when dealing with clients

Desired qualifications

A minimum of 3 GCSEs at grade 4 or above. Must include English and Maths.

Future prospects

Opportunity to progress through our Graduate Scheme, which provides the option of two career paths; a Diploma qualified Financial Adviser Or Diploma qualified Paraplanner.

The option to remain in an administrative role and progress through our internal positions, taking on some supervisory and management tasks.

SectorBusiness

Level3

LocationBurnley

Hours35

Wage£12,000 annually

Duties/main responsibilties include:

  • All aspects of admin
  • Liaising with providers
  • Dealing with Clients (over the phone mainly)
  • Creating review packs
  • Managing client management logs
  • Preparing packs for Client meetings
  • Producing reports

Working week

  • Monday to Friday 9am until 5pm, including a 1 hour lunch break.

Have a question?Get in touch!

Or call us on 01282 733005

Take the next step toward a career in Business