Senior Administrator
Nottingham (Hybrid) - ref AL1308
Salary £22,000 - £29,000 dep on exp + benefits
My client is an award-winning Wealth Management organisation and they have an exciting new opportunity to assist the CEO in improving case turnaround times and workflow efficiency to provide an enhanced client experience. This role will work closely with the CEO, Advisers and Paraplanners to ensure clients’ needs are met.
Main responsibilities of the Senior Administrator
1. Preparation of meeting packs for CEO to complete reviews and presentation meetings when signing up new business including any necessary printing. Pre-population of relevant forms where relevant and sticky notes for client completion.
2. Preparation of Post Meeting Letters summarising the points arising in CEO review meetings.
3. Completion of fund switches and creating relevant paperwork.
4. Completion of FE Analytics performance charts for use in presentation meeting packs but also on an ad-hoc basis, when required, to support the CEO.
5. Completion of protection comparison reports, quotations, and processing applications, if required by CEO.
6. Collation of LOA information, either via file note or in writing, ensuring all relevant information received.
7. Booking of Drawdown Reviews ensuring State Pension Forecast received prior to meeting.
8. Completion of tru...