Senior Administrator

 

Location:  Stansted , United Kingdom

Salary : £25,000 to £35,000 per annum

Position: Full time

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Job Description

Are you looking to build on your current financial planning administration experience and take your career to the next level? Would you like to join a firm that puts its clients at the very heart of everything it does? We’re busy, and we’re growing, and we can offer you the career opportunities you have been looking for.

We have a fantastic opportunity for an experienced administrator to join us and provide support to all areas of our business and the client servicing function. You’ll get to work closely with all members of the company, your role will be varied and challenging, and you will be able to make a real contribution to our firm. We are a business that actively encourages our team members to progress and, as a growing organisation, there will be plenty of opportunities across the business for you to develop your career with us in the future.

As an administrator at our company, you will provide support in many areas covering financial advisory, new business, provider liaison, maintaining systems and ensuring we continue to meet high compliance standards. The key areas of responsibility are:

Client Administration

• Ensuring all administrative components meet our high standards.
• Opening and maintaining client files on our back-office systems.
• Preparing client documentation.
• Monitoring cases through to completion.
• Producing portfolio valuations.
• Acting as a point of contact for clients and third parties.

Client Reviews

• Working closely with the client managers to prepare for review meetings and agree on action points.

Other

• Keep up to date with legislation and compliance regulations and ensure procedures are being followed.
• Review systems and procedures and make sure we are up to date.
• Assist with training and help out where required.

 Essential Skills

• At least two years financial planning administration experience.
• Progress in a financial planning qualification is highly desirable.
• Good IT skills and experience with diary management software.
• Excellent communication skills (both written & verbal), able to build trust and confidence with colleagues.
• Possess a positive attitude, be proactive, willing to help others and work without supervision.
• Have clear attention to detail, able to work within defined business processes and be able to plan your day and prioritise your workload.

More information on the role and personal specification can be found by downloading the Senior Administrator Job Description here