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 12months.
* 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