Administrator

Talent Guardian

Posted 10 hours ago, valid for 12 days

Coventry, West Midlands CV7 7LP, England

£24,000 - £28,000 per annum

Full Time

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Sonic Summary

We are looking for a detail-oriented Administrator to join our established financial planning team in Meriden, Warwickshire, offering a salary between £24,000 and £28,000 per annum.
The ideal candidate should have at least 3 years of experience in a similar administrative role, with strong attention to detail and time management skills.
Key responsibilities include preparing client valuations, processing new business applications, and managing client queries.
Candidates with knowledge of Intelligent Office and experience with Wrap platforms will be preferred.
This position provides an excellent opportunity for professional growth within a supportive environment.

Job role: AdministratorSalary: £24,000- 28,000 per annumLocation: Meriden, WarwickshireWe're seeking a detail-oriented Administrator to join a established financial planning team. In this pivotal role, you'll provide comprehensive back-office support to advisers and paraplanners, ensuring exceptional client service delivery.Key Responsibilities

Prepare client valuations and maintain accurate records in the Intelligent Office system
Process new business applications, client withdrawals, and Bed & ISA transfers
Produce suitability reports for ISA withdrawals
Complete fund switches on client portfolios
Assist with annual portfolio rebalancing
Manage client queries including death claims
Train and mentor less experienced team members
Maintain compliance with FCA rules and company procedures

The Ideal Candidate You'll bring:

At least 3 years' experience in a similar Administrative role
Excellent attention to detail and time management skills
Strong IT proficiency, particularly with Microsoft Office
A self-motivated approach and team-oriented mindset
Desire for professional growth within our company

Desirable Experience

Knowledge of Intelligent Office, Papercloud, and Sharepoint
Experience with Wrap platforms (Transact, abrdn, Aviva, Quilter)
Familiarity with Dynamic Planner and FE Analytics
Detailed understanding of FCA rules and requirements

This role offers an excellent opportunity to develop your skills in a supportive environment while contributing to the success of this client-focused financial planning business.To apply, please submit your CV and cover letter highlighting your relevant experience.

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