Consultative Approach
Stuart-Harris Recruitment Consultancy provides candidates with quality permanent, temporary and contract vacancies
We will provide you with support and advice throughout the recruitment process.
Testimonial - "I used Stuart-Harris Recruitment to find my current role. I found them to be very professional and they had a wide variety of roles available. I would recommend them and if I needed to recruit a new employee I would not hesitate in contacting them.”
Accounts Assistant candidate, Sheffield
If you are looking for a new challenge and would like to discover your potential next opportunity, please call on 07980 749931, upload your CV or email either andrew@s-h.org.uk or recruitment@s-h.org.uk
All candidate details are held in strict confidence.
Latest Vacancies
Financial Planning Administrator
£21,000 - £24,000
View details
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Financial Planning Administrator
Salary: £21,000 - £24,000
We are working in partnership with an established financial services based company in Chesterfield.
A superb opportunity has opened up for a Financial Planning Administrator. There is scope in time for the Administrator to attain the Office Manager role.
Reporting to the Office Manager, the role will be to assist the Office Manager with work flow and the key elements are as follows:
- Process paperwork for the Financial Advisers
- Organising and confirming diaries / diary management
- Prepare correspondence (letters and emails)
- Liaise with suppliers and providers and chase up relevant information
- Meet and greet clients (on-site at the office)
- Maintaining administration systems and ensure client data is accurate
- Dealing with queries and answer phone calls accordingly
- Dealing with the post
This is a Monday to Friday full time role. Part time candidates may be considered.
Candidates should possess the following:
- Experienced with generic administration
- Experience within financial services of benefit but not a necessity
- Organised
- Professional
- Able to communicate with clients in person and over the telephone
- Keen eye for detail and accuracy skills
- Competent with IT - Word, Excel, systems
- Willing to learn and develop
The salary is £21,000 to £24,000 (depending upon experience). Benefits include pension contribution, life assurance, healthcare. There is free car parking on-site.
This is an excellent opportunity to join a friendly financial services business. Interested candidates should forward their CV. All candidate details are held in confidence.
Apply now
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