Advisor Support Administrator

Advisor Support Administrator - minimum 12 month contract
Kirton in Lindsey - Hybrid working available
Up to £25,000 Depending on experience

Overview:

Our friendly, successful, and professional financial services client is looking to recruit an Administrator to cover a period of maternity leave in their team. The role will be to support the Adviser Team with preparing them for client meetings and assisting with their responsibilities to existing clients / prospective clients.

Key Duties:

• Maintain effective diary system to ensure clients are offered review meetings at the appropriate time.
• Contact clients and book review meetings.
• Confirmation letters/emails to be sent to clients.
• Prepare meeting packs for Advisers including valuations and all other relevant documents required.
• Monitor / chase for the return of meeting notes uploaded to One Note by Adviser and ensure that client meeting notes are recorded on the system.
• Construct appropriate post meeting letter for issue to clients from Adviser notes
• 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 brought back from client meetings and record in working spreadsheet ensuring information is chased as required. Keep Adviser updated of progress throughout.
• 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.

Skills & Experience:

• Professional and warm telephone manner.
• Ability to relate to the pressures on the Adviser Team and ensure an effective and efficient two-way relationship.
• Collaborative, team player.
• Strong communication skills are required both written and verbal
• Excellent planning and organisation skills, and being able to adapt to change
• Product and market knowledge within financial services would be desirable

Other Information:

• The hours are Monday - Friday 9am - 5pm- 35 hours a week
• Holidays - 25 Days Holiday, plus Bank Holidays and if your birthday falls on a working day you are given the day off.
• Onsite parking
• Other benefits include: Company Pension, Private health scheme after 1 year service, Death in Service benefit
• Exams paid if you wish to pursue further qualifications
• Company funded events
• Hybrid working is available

Please note that due to a high volume of applications across all our adverts we are only able to respond to those who have been short-listed. If you haven't had a response within 48 hrs please assume you have been unsuccessful.