Administrator

Administrator - £22,000 - £24,000

Hyprid Working and Flexi Time!

50% working in office and 50% working from home (after probationary period)

Hours between hours of 8am-6pm – 7.5 hours per day

Our client is a very well-established Financial Services/ Wealth Management company who work with a variety of clients and have been established for over 25 years. They are now recruiting for an experienced administrator who has strong administration experience and is happy communicating with clients via phone and email. Experience of financial services would be an advantage or an interest in the industry, but not a necessity. The environment is busy but fun and lively.

The successful individual will work alongside Chartered Financial Planners and provide an effective administrative support to the team. The administrator role is busy and varied and you will work on various projects. You will also communicate with clients on a daily basis via email and telephone and be confident in handling confidential matters. The role will be varied and interesting and you will be based within a supportive and friendly team.

The Duties:

· Managing the review service cycle from start to finish

· Making direct contact with clients over the phone or email to arrange their annual 6 monthly review

· Organising all documentation prior to the 6 months review meetings – checking all client files are updated accordingly

· Checking compliance documents are up to date and on file

· Ensuring that Expression of Wishes are applicable and on file

· Managing the client in house system and updating accordingly. Including plans, assets, liabilities and personal information

· Organising all client meetings – booking rooms, organising refreshments, typing agendas and notes for the meetings

· Typing general correspondence and responding to emails from clients

· Attending client meetings with the financial advisers and making notes throughout the meetings – making accurate notes on client files once meetings are concluded

· Responsible for preparing and sending all paperwork directly to clients on behalf of the adviser

· Responsible for managing the “change of adviser” process – updating systems and ensure all parties are kept informed of these changes

· Handling any problems and solving any client issues in regards to any problems the client may have of registering/logging on to their online portal

· Maintaining client records on back-office system

· Ad hoc administrative duties as required

Experience required:

· Good administrative experience and IT skills

· Confident and polite telephone manner

· Happy working in a team

· Excellent organisational skills with the ability to prioritise and multitask

· Good attention to detail

· Ability to handle confidential information with discretion at all times.

The Benefits:

· Competitive salary

· Flexible working hours

· Hybrid working

· 26 days holidays + all bank holidays (3 days to be used at Christmas)

· Company Pension Scheme

· Access to Benefit Hub which includes discounts to products, tickets, etc.

· Group Life Scheme

· Flexible working hours

· Performance related bonus

Job Types: Full-time, Permanent

Salary: £22,000.00-£24,000.00 per year

Benefits:

• Bereavement leave
• Casual dress
• Company events
• Company pension
• Employee discount
• Enhanced maternity leave
• Enhanced paternity leave
• Financial planning services
• Free parking
• Health & wellbeing programme
• Language training provided
• Life insurance
• On-site parking
• Sick pay
• Work from home

Flexible Language Requirement:

• English not required

Schedule:

• 8 hour shift
• Monday to Friday
• No weekends

Supplemental pay types:

• Yearly bonus

Education:

• GCSE or equivalent (preferred)

Experience:

• Customer service: 1 year (preferred)
• Administrative experience: 1 year (required)

Language:

• English (required)

Licence/Certification:

• Driving Licence (preferred)

Work Location: Hybrid remote in Stockport