Financial Administrator

  • Location
    Bolton, Manchester
  • Salary
    £ 18000 - £ 24000 / Year
  • Job type
    Permanent
  • Industry
    Admin and Secretarial
  • External Reference
    JN-012022-228015
  • Category
    Accountancy & Finance - Accounts Administrator

Job Description



The Opportunity

An exciting new opportunity has arisen for a full-time Administrator to join a busy team within a

family-run Paraplanning Practice based in the centre of Bolton.

The role is varied and demanding. Delivering superior client service is key and as such applicants

must understand that being client focused and having a strong attention to detail are essential skills

to succeed. You will provide support to the other Paraplanners within the team


Responsibilities

 Answering the phone and dealing with client queries

 Liaising with 3rd parties and providers to obtain information

 Checking provider information once received

 Maintaining Spreadsheets

 Uploading case instructions


Skills

 Experience with office management tools and strong IT skills (MS Office software, in particular Excel spreadsheets)

 Excellent organisational and time-management skills

 Strong written and oral communication skills

 Problem-solving attitude with an eye for detail

 As you will have contact with clients, it is essential that you are professional and confident in

dealing with third parties and can work with total discretion.

 The ability to show initiative, be articulate and show numerical skills.


Although training will be provided applicants must have experience of working in an administrative

role. Experience of working in Financial Services is preferred but not essential.


Free parking is provided directly behind the office.


Working hours - Monday to Friday 9am to 6pm


The salary will be dependent upon experience.

Adecco acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. The Adecco Group UK & Ireland is an Equal Opportunities Employer.


By applying for this role your details will be submitted to Adecco. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.

To speak to a recruitment expert please contact Kieran Rae