Job description
Job Advert
Poole Townsend Solicitors Ltd are part of the Poole Townsend Group which is an established, highly reputable firm offering comprehensive legal, financial and property services through their team of experienced and qualified professionals. Based in Barrow-in-Furness and with five offices across the Furness Peninsular and South Lakes, we are one of the largest independent solicitors, estate agents and financial service providers in the area.
Financial Services Administrator – based in Barrow
Full time
We are seeking an experienced administrator to join our team. You will be joining a highly effective, well-established team who provide administrative support across the full spectrum of financial planning. You will be a key point of contact for clients, ensuring an efficient and high standard of service is provided at all times. Key responsibilities will include assisting advisers to prepare for client meetings, process new business, liaising with providers and diary management.
You must be customer focused and have excellent, organisational and communication skills to enable you to plan and prioritise your workload to meet deadlines. Team work, attention to detail and excellent IT skills are essential.
Previous experience of financial services is desirable, however, full training will be provided for the right candidate.
Full Time working hours are 9am – 5pm Monday to Thursday and 9am – 4.30pm Friday.
Closing date for CV's is 9am, Monday 2nd October 2023. We reserve the right to close this vacancy early.