Are you an experienced administrator? Are you highly organised and motivated? Do you want flexibility in working hours? This may be the ideal opportunity for you. HR GO Recruitment are looking for an experienced and confident administrator to work part time for a premier provider of independent financial advice to both private and corporate clients in Northampton. Purpose of the Role The main function of the role is to ensure that all administration for life, pensions and investments submitted business is effectively managed to completion, and that the financial advisers are provided with a first-class administrative support service. Key Accountabilities *Creating New client packs *Checking Fact Finds are fully completed *Inputting Fact Find details into Client Database *Preparing & sending off authority letters *Inputting policy details of existing plans once received from providers *Scanning all documents/emails provided by Planner into Client Database *Checking all Anti Money Laundering information is current and relevant checks have taken place *Checking Fact Find/Client Agreement/Letter Of Engagement is signed and dated *Obtaining illustrations, application forms, Key Feature Documents and other relevant supporting documentation *Submitting new business to provider or submitting applications on line *Tracking new business and current position, updating Planner/Para planner accordingly *Ensuring all new business has been checked and been signed off *Ad hoc valuations *Trades - placing, chasing and updating *Preparing review packs *Updating cashflow models in preparation for review meetings *Telephones, Meet & Greet The Candidate The ideal candidate will have excellent communication skills, be highly organised, able to follow compliance, work off own initiative and be a team player. Good time management and the ability to multitask are essential. Previous experience preferred, however not required as full training will be provided. Hours Part Time- 16-20hrs Salary £9.00 per hour with a view to an increase after three month probational period. To apply for this position please contact sofia.mckenzie@hrgo.co.uk or call our Northampton Branch on 01604621333. HR GO are an equal rights employer!