PA Team Coordinator
Njr Recruitment

Manchester, Lancashire
•2 hours ago
•No application
About
PA Team Coordinator CENTRAL MANCHESTERSALARY £30,000 - £33,000TWO DAYS WFHA well-established Firm of Independent Financial Planners is seeking an experienced Administrator / Team Leader to play a key role in realigning and improving internal processes, while also remaining hands-on within the administration team.This is a varied role suited to someone who enjoys process improvement, team support, and delivering high-quality administrative outcomes in a busy professional environment.The RoleYou will work as both a team leader and senior administrator, helping to streamline workflows and ensure the smooth day-to-day running of the office. Key responsibilities include:Updating and maintaining back-office systemsBooking client appointments and annual review meetingsProcessing applications and managing client documentationHandling incoming and outgoing postDrafting correspondence, including mail merges where requiredLiaising with pension, investment, and insurance providersProducing client valuations and preparing review packsCreating reports for Directors and the Compliance OfficerMaintaining and updating the company websiteProducing and distributing the company newsletterUpdating, managing, and circulating internal spreadsheetsAbout YouYou will be an organised, proactive professional with:Previous experience in an administrative or team leadership roleStrong attention to detail and excellent organisational skillsConfidence liaising with clients, providers, and internal stakeholdersThe ability to manage multiple priorities and deadlinesStrong written co




