Our client is seeking a detail-oriented and motivated administrator to support their team of Financial Planners.
Delivering exceptional service to clients, the ideal candidate will possess strong organisational skills, a willingness to learn, and preferably some experience in the financial services sector.
Responsibilities:
*Communicate professionally with clients via phone, email, and in-person.
*Respond to client enquiries in a timely and effective manner.
*Schedule and coordinate client meetings for advisers.
*Manage calendars for financial advisers, booking appointments and ensuring efficient use of time.
*Update fact finds using the company’s back-office system, ensuring accurate and complete documentation.
*Create, manage, and archive client records in accordance with data protection regulations.
*Handle all postal duties related to client correspondence, including sending, receiving, and filing documents.
*Prepare and issue letters of authority as required, ensuring compliance with regulatory standards.
*Follow up as required in accordance with Company procedures.
Requirements:
*Previous experience in administrative roles is preferred, ideally within the financial services industry.
*Excellent Interpersonal skills. Need to be able to communicate with clients and colleagues.
*Exceptional organisational skills, with the ability to manage multiple priorities effectively.
*Strong attention to detail to ensure accuracy in all tasks.
*Excellent verbal and written communication skills.
*Proficient in Microsoft Office Suite (Word, Excel, Outlook).
*Willingness to learn and adapt to new systems and processes.
*Ability to work independently as well as part of a team.
Benefits:
*DIS cover of 2* income and membership of a Health Cash Plan.
*Initially enrolled in workplace pension then - 5% employer pension contribution after
*22 days holiday initially increasing to 25 days (a day a year). After 5 years the holiday is 26 days and after 10 years it’s 27.
*Discretionary staff bonus scheme for non-advisory staff.