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Financial Services Administrator - Bolton, Lancashire, United Kingdom, BL1


Financial Services Administrator - Bolton - to c£28,000 + benefits

This regional Chartered and fully independent Wealth Management firm has a fantastic reputation with its clients, who really are the key stone to the business.

The business is owned and led by individuals within the company with a flat management structure, with no 'them and us' culture and has a fantastic working environment.

Due to growth the business is looking to recruit an experienced Financial Services Administrator.

Duties will include:

- Managing Advisers diaries, work log and meetings

- Liaising with clients to arrange meetings and obtain any relevant information

- Meeting preparation including valuations and analysis of existing portfolios

- Assisting with research both pre and post meeting

- Liaising with providers regarding client information

- Processing any new business post meeting

- Updating back office systems with accuracy focused on client specific data

- Cash flow forecast analysis, obtaining all relevant and up to date information and inputting into software whilst applying various assumptions.

If you are looking for a change or feel that this opportunity could fulfil your ambitions please contact James Rhodes at James Rhodes Exec Search for a confidential chat.