I am pleased to be representing a well-established client within financial services, looking for an experienced administrator to join their practice. Offering excellent benefits in a flexible working environment, this opportunity is not one to miss!
JOB TITLE: Administrator
SALARY: £18,000.00 - £23,000.00 - Dependent on experience
HOURS: Monday - Friday (37.5 hours pw) - Flexible
LOCATION: Gainsborough, DN21
" Provide efficient diary system to make sure clients are offered review meetings at the appropriate time.
" Contact clients and book review meetings using diary color coding system and send confirmation letters/emails to clients.
" Ensure that client meeting notes are recorded on the system, including e-briefings, Curo/CRM's, CRR's, Client ID, service questionnaires, review dates updated, scan notes to system.
" Construct appropriate post meeting letter for issue to clients.
" Meet & Greet Advisers clients' when meetings are held onsite. Ensure welcome screen is displayed in reception and guests sign into the Visitors Book.
" Send off any Letters of Authority bought back from client meetings and record in working spreadsheet.
" Process changes of address requests, updating our systems and notifying the administration centers
" Make adviser aware of documentation received in relation to their clients and provide general support as required.
" Act as a point of contact for clients and deal with routine issues/queries.
" Client celebration cards and sympathy cards to be arranged as necessary and sent to clients.
" Completion of "Confirmation Withdrawal and Rebalance letter"
THE successful CANDIDATE WILL NEED:
" Knowledge and understanding of SJP and RWM systems, procedures, and responsibilities to ensure clients receive an outstanding service
" Professional and warm telephone manner.
" Ability to liaise with the adviser team and support, continuing to develop and maintain relationships.
" Product and market knowledge would be desirable
" 33 days annual leave (including bank holidays)
" Auto enrolment pension contributions
" Birthday - day off (if it falls on a weekday)
" Discretionary annual bonus scheme
" Private Medical Insurance scheme
Please send your CV