Address
Form of workLocation: Kirton in Lindsey, East Midlands
Our client, an IFA company, is seeking an experienced Administrator to cover maternity leave with possibility of going permanent. The successful candidate will be responsible for supporting the Adviser Team, ensuring exceptional service for clients and handling various administrative tasks.
Key Responsibilities:
- Maintain an effective diary system for client review meetings.
- Prepare meeting packs for Advisers and ensure all relevant documents are included.
- Record client meeting notes and update systems accordingly.
- Act as a point of contact for clients and handle routine queries.
- Manage stationery stocks and maintain documentation.
- Coordinate client celebration and sympathy cards as required.
- Process change of address requests and death notifications.
Skills and Experience:
- Knowledge of SJP and RWM systems preferred, but not essential
- At least 6 month experience working within a Wealth Management or Financial Advice (restricted or IFA) firm required.
- Professional telephone manner.
- Ability to work effectively in a team.
- Product and market knowledge desirable.
Competencies:
- Strong communication and collaboration skills.
- Effective planning and organisational abilities.
- Adaptability in a dynamic work environment.
Hybrid role (unless covering PTO) and generous salary up-to £25K depending on experience.
If you have experience as an Administrator within wealth management and are looking for a new role, we encourage you to apply for this exciting opportunity.
