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:
1. Previous experience in administrative roles is preferred, ideally within the financial services industry.
2. Excellent Interpersonal skills. Need to be able to communicate with clients and colleagues.
3. Exceptional organisational skills, with...