Team Administrator

Reed Bury St Edmunds are working with a Prestigious company seeking Administrators /Team Support

If you are seeking a role where you can develop and grow, then our client has the tool kit to provide the development and training, plus hosts a great list of Benefits all focussed on your personal Career growth. 

• Job Type: Full-time 35 hours per week 
• Office Based 
• Location: Bury St Edmunds
• Salary: £23,000 - £25,000

We are currently seeking a Team Support professional to join our private client team. The successful candidate will provide essential administrative support, ensuring that the team has access to timely and accurate information and that client records are meticulously maintained.

Day to Day of the Role:

• Input fact-find details onto internal systems.
• Undertake scanning and ensure information is saved correctly.
• Collate information and prepare client review meeting packs.
• Input and analyse completed risk profile questionnaires.
• Undertake post-review work in accordance with the checklist.
• Liaise with the team regarding reviews due each month and keep opportunities up to date.
• Complete anti-money laundering checks for individuals and corporate clients.
• Generate policy information request letters and send to providers, setting up the event list and analysis sheet.
• Complete policy analysis and provide general administrative support to the private client team.
• Maintain and update personal talent development records, ensuring objectives and training impacts are recorded.

Required Skills & Qualifications:

• Exceptional attention to detail and accuracy.
• Proficiency in computer literacy and data management.
• Analytical skills with the ability to organise and prioritise effectively.
• Strong time management skills and the ability to build and maintain relationships.
• Excellent communication skills, both written and verbal.
• Ability to identify and raise any issues or errors and follow rules and procedures.

Desirable:

• Progress towards the Diploma in Financial Planning.
• Knowledge of pensions and investments.
• Mentoring skills and the ability to work proactively and on own initiative.
• Creativity and innovation.

Personal Attributes:

• Professional behaviour, trustworthiness, integrity, and a curious nature with a willingness to learn and improve.
• Willingness to help and support the wider team, including covering reception/IT queries.

How to Apply:

To apply for the Team Support position, please submit your CV and cover letter detailing your relevant experience and why you are interested in this role.