Your new company
A new opportunity for a Senior Administrator has become available for a prestigious national financial services firm in their Barnstaple office.
The role will involve working closely with clients and financial advisers to provide a great holistic wealth management service.
This role is full time permanent Monday - Friday standard office hours. Hybrid working 2 days from home/ 3 in the office.
This is a great opportunity to be supported and progress in your career, as well as an excellent salary and a hybrid working model.
Your new role
Be a point of contact for advisors, clients, life offices and members of the business
Provide coaching and support for other team members, working closely with an allocated Administrator to help them prioritise and manage their workflow
Maintain administration systems and the diary management system ensure client data is accurate and up to date and daily workflow is completed accurately.
Prepare letters and emails, dealing with any urgent post
Undertake filing, photocopying and scanning duties when required, ensuring appropriate documentation is scanned and attached to the relevant client records
What you'll need to succeed
Experience of supporting advisers in an office administration support role
Coaching and supporting team members
Effective organisational and planning skills with the ability to work to deadlines
Able to forge and develop relationships, through excellent interpersonal and communication skills
Delivery focused, with a drive for quality throughout, using a keen eye for detail.
Willing to learn and develop, working as part of a team and under your own initiative
What you'll get in return
Excellent salary
25 days + BHs annual leave
Hybrid working
Bonus scheme
Professional development opportunities
and many more!
What you need to do now
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.
If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion on your career.
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