Senior Administrator / Team Leader

SENIOR ADMINISTRATOR / TEAM LEADER

LOCATION: LINCOLN

SALARY: UP TO £35,000

NJR are currently working with a well-established firm of Financial Planners, who now have an excellent opportunity for a highly professional Senior Administrator / Team Leader to join their ambitious, forward thinking and friendly office. This is a thriving and family run company, who prides themselves on the loyalty and rewards they show there employees. To join as a key part of this team you will need to be highly efficient, organised, and be able to multi-task and prioritise accordingly. You will relish getting things organised and getting the job done, have a 'hands-on' approach and be capable of independently completing required functions, whilst also liaising effectively with other team.

Tasks will include;

• Provide high level technical and administrative support to the Advisers/Practice Manager;
• Deal effectively with queries from clients and other parties through effective communication;
• Be the point of escalation for complex client queries, liaising with the respective adviser, clients and third parties as appropriate;
• Ensure Practice Support Specialists perform their key functions consistently and efficiently through effective people management skill and processes;
• Provide technical support and training to new/junior staff joining the practice;
• Manage holiday bookings for team members;
• Deal effectively with queries from clients and other parties through effective communication;
• Ensure that files are complete with all required client identification documentation and necessary application forms;
• Process applications accurately and record the required management information;
• Progress complex applications with product providers, advisers, clients, and other third parties to ensure that each case completes in a timely manner;

Knowledge and experience:

• Senior administration experience of working within a Financial Services / IFA practice or investment/wealth management environment practice;
• Experience of managing workflow, systems and procedures;
• Knowledge of relevant regulation and legislation.
• Experience of client management systems such as Salesforce.
• Experience of managing client accounts and relationships;

Skills and behaviours

• Excellent face-to-face and telephone client interaction skills and ability to build rapport swiftly;
• Experience of Microsoft Office (Outlook, Word, PowerPoint, Excel);
• Strong attention to detail;
• Manages time effectively with the ability to multi-task;
• Keeps calm when faced with conflicting demands and handles these effectively;
• Demonstrates a positive attitude at all times;
• Works well on own tasks as well as on shared goals as part of a team;
• Open to change with a creative approach to problem solving.
• Professional and confident in dealing with people, working with total discretion at all times

NJR 14614