Job Description

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.

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