Square Peg Associates


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Administrator - Bury

This is an excellent opportunity to work within a highly successful, rapidly growing and progressive company in Bury within a varied Administration role. This position will involve working with internal managers and directors, providing strong administrative support including diary and appointment management. You will ensure that you are providing a consistently high level of support.


Main Duties:

  • Providing full administrative support to a small team of qualified Financial Advisers
  • Maintaining client records and portfolios keeping electronic files in good order
  • Liaising with clients by email, written correspondence and telephone
  • First point of telephone contact for client/provider enquiries
  • Diary management, keeping track of appointments in the diary
  • Submit and process new business, checking all details for accuracy and completeness
  • Monitoring application progress
  • Supporting with minute taking from time to time
  • Ad hoc data input and sending invoices

Qualifications and Skills

  • 1 year experience within a Financial Advisers, Bank, Mortgage or related industry or finance department or similar would be ideal although not essential
  • Enthusiasm for working with minimum supervision
  • GSCE Maths and English (A-B)
  • An aptitude for numeracy
  • Fantastic communication skills, both verbal and written
  • Operating knowledge of Excel
  • Good all round administrative skills
  • Positive can do attitude, flexible duties

Job Type: Full-time

A study package would be available for the right person to enhance your skills within Financial Services.


If this role sounds right for you, then please apply today!

Basic Info

First Name:
Last Name: *
Address 1:
Address 2:
Post Code:

Professional Details

Highest Qualification Held:
Notice Period:
Skill Set:

Attachment Information

Cover Letter:


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Europa House, Barcroft Street
Bury, Lancashire, BL9 5BT

0161 464 8551

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