Job Title: Office-based Administrator
Location: Congleton, Cheshire, CW12
Salary: DOE
Working in the Client Services team reporting to the Client Services Manager, you will be liaising closely with our team of wealth managers. We are on the lookout for an office-based Administrator to join our dynamic and fast-paced team. You will be responsible for the impeccable management of business submissions, preparing adviser meeting packs, ensuring client records remain accurate and complete, and managing a high level of plan information requests (Letters of Authority).
Key Duties:
* Sending letters of authority to plan providers and preparing information received for adviser presentation.
* Processing business applications accurately and taking ownership and accountability of client cases through to completion, including liaising with product providers, advisers, clients, and other third parties to ensure timely completion.
* Preparing adviser meeting packs and portfolio valuations as requested.
* Ensuring the accuracy and completeness of all client records, including saving product information and client documentation in a standardised manner.
* Providing administrative support to the financial advisers and management as required.
* Maintaining technical competence at an appropriate level to meet the requirements of the role.
* Ensuring all client communication is stored and evidenced appropriately.
* Assisting with the management of the client record management system for all aspects of the wealth managers’ clients.
* Upholding a high level of confidentiality and professionalism among staff, clients, and professional key stakeholders while projecting a professional image in both appearance and attitude.
* Supporting the day-to-day business operations within the practice when required.
Skills and Experience:
* Faultless interpersonal skills, assertive yet friendly with a professional demeanour.
* Impeccable face-to-face and telephone client interaction skills with the ability to build rapport swiftly with all manner of personalities.
* Impeccable written communication skills.
* Excellent Microsoft Office skills, with an ability to adapt and learn the use of internal systems and databases.
* Good at managing own workload and prioritising tasks while retaining a high level of attention to detail in a fast-paced environment.
* Good time management with the ability to multi-task and change focus throughout the day when necessary.
* Ability to remain calm when faced with conflicting demands while demonstrating a positive attitude at all times.
* Highly self-motivated, attentive, and demonstrates a can-do attitude.
* Must be a team player.
Key Requirements:
* Proven record in a previous financial services administration role or ability to prove that you can meet the above criteria.
* Fully office-based.
* Experience using Salesforce is an advantage.
What’s in it for you?
* Contributory pension scheme (after 3 months continuous service).
* Death in service (after 6 months continuous service).
* Critical illness cover and income protection (after 2 years continuous service).
* Private medical insurance (after 5 years continuous service).
* 29 days holiday inclusive of any bank holidays.
* Health and wellbeing fitness session every week.
* Quarterly team events.
* Support with professional development if desired, such as further qualifications.
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