Job Description
Job Title: Senior Administrator
Industry: Financial Services
Location: Chelmsford, Essex
Salary: Up to £33,000
Job Reference: 9602
Recruit UK is looking for a Senior Ifa Administrator to join a distinguished wealth management firm based in Chelmsford. Renowned for its professionalism in wealth management and financial planning, this firm is dedicated to building lasting relationships with clients.
Role Overview
As a Senior Administrator, you will play a pivotal role in ensuring the quality of service is maintained to the highest standards.
Key Responsibilities
1. Administrative Support: Provide support to Investment Managers, Portfolio Managers, clients, and introducers, ensuring smooth operations.
2. Process business submissions within our service level agreement.
3. Recording all new business where necessary (e.g. Intelligent Office, Business Register, File Tracker etc.)
4. Assist with any outstanding enquiries from Accounts related to new business; clawbacks and commission enquiries; direct debit cancellations and distribute to the relevant team.
5. Document & Meeting Preparation: Scan and file post, prepare reports and presentations, and assist with onboarding new clients.
6. Monitor shared email ...