Junior Administrator TLNT1_NI

Junior Administrator The Client Our client is a well-established independently owned Financial Adviser firm with an excellent reputation for delivering a highly personal and professional service to their clients. Specialising in pensions, investments, inheritance tax planning and mortgages, they pride themselves on building long-term relationships and offering a warm, supportive and client-focused environment. This is an excellent opportunity for someone looking to build a long-term career within financial services and administration while working closely with experienced Financial Advisors in a friendly and collaborative office. The Role The Junior Administrator will support the Advisors with the day-to-day running of the office and assist with a wide range of administrative and client support duties. This is a varied role suited to someone who enjoys organisation, working with people and being part of a small, busy team. Typical duties will include: Managing incoming and outgoing post Scanning, filing and organising client documentation Taking audio dictation and preparing typed documents and correspondence Answering incoming telephone calls and assisting clients professionally and warmly Supporting Advisors with administration relating to pensions, investments, inheritance tax planning and mortgages Assisting with mortgage quotations and documentation preparation Preparing client review packs, valuations and supporting documentation Updating and maintaining accurate client records and files Scheduling appointments and assisting with diary coordination Providing general office and administrative support across the business Supporting a professional and welcoming office environment for clients and visitors Criteria Previous administration experience is desirable but not essential Strong typing and organisational skills Confident communication skills, both written and verbal Friendly, approachable and professional manner with clients and colleagues Comfortable handling telephone calls and client interaction Good attention to detail and ability to manage multiple tasks Strong IT skills and willingness to learn new systems A positive attitude and willingness to support the wider team Package Competitive salary dependent on experience Full time permanent position Monday to Friday, 9am 5pm One hour lunch break daily

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