ADMINISTRATOR

Clark James Recruitment is working with a leading Financial Services business.

Due to expansion our client has an exciting opportunity for a Business Support Administrator to join the business.

Company

• We are a long-established Financial Services business with an excellent reputation within the industry.
• We specialise in offering tailored wealth management advice to individuals, professionals, and businesses.
• Guided by our core ethical principles, we prioritise integrity and professionalism in all that we do.
• At the heart of our business is a commitment to our clients’ best interests, ensuring they have peace of mind knowing that their financial future is more secure and prosperous through our guidance.

Role

• We are seeking a full-time Business Support Administrator to join our busy and dynamic Head Office Team.
• Previous Financial Services experience is not essential (as full training is provided) however, a previous background within Administration is essential.
• In this role, you'll play a key part in supporting the day-to-day operations of the company, overseeing the administration of new business, managing documentation and record-keeping, coordinating reports, handling internal communications, assisting in process improvements and providing outstanding client service.
• Your proactive involvement will ensure we meet the needs of both our clients and financial advisers, delivering seamless support at every stage.
• As a key member of our talented team, you will work in an open, collaborative environment, taking on a responsible and engaging role at the core of our company.

Responsibilities

• Streamlining new business: Be the first point of contact for processing new business, ensuring everything is set up quickly and accurately.
• Reconciling payments: Take charge of managing payments coming into the company, ensuring everything is reconciled and running smoothly.
• Building relationships with providers: Work closely with our product providers to resolve any payment or new business issues and foster strong working relationships.
• Supporting the adviser team: Provide vital administrative support to our adviser team, helping them focus on what they do best while you handle the behind-the-scenes coordination.
• Database management: Keep our databases up to date, ensuring all information is organised and accessible when needed.
• Project contributions: Play an important role in strategic projects, helping us move forward with key business initiatives.
• Handling enquiries: Be the friendly face (or voice) managing general phone and email inquiries, helping clients and colleagues with their needs.
• Client engagement: Liaising with clients, ensuring their needs are met and providing top-notch service every time.
• Maintaining files: Stay on top of compliance and personnel files, ensuring everything is organised and up to date.
• Social media updates: Help keep our company’s social media channels fresh by contributing to regular updates and posts.
• Team collaboration: Be an essential part of our team, handling day-to-day communications and supporting various projects as they come up.

Candidate

• If you’re a proactive, detail-oriented person who loves variety and you're ready to take your skills to the next level by joining a dynamic, fun environment in a fulfilling role with great development opportunities, we'd love you to be part of our team.
• Passionate, enthusiastic and detail oriented. Always ensuring the details are spot on.
• Excellent people skills - adaptable and agile - a great communicator.
• Persistent with a strong focus on seeing tasks through to completion.
• Quick to learn and eager to understand new processes and grow your skills.
• Proven experience in office administration.
• Strong organisational skills with the ability to identify and prioritise tasks to meet deadlines.
• Proficient in Microsoft Word and Excel.
• Experience in accurately maintaining databases and spreadsheets.

While not essential, it would be great if you have: (full training is provided)

• Experience in financial services or wealth management.
• Familiarity with the Intelligent Office System (IO).
• Knowledge of working within FCA guidelines.
• Experience handling client-sensitive information in line with GDPR requirements.

Package

• Excellent basic salary.
• Pension.
• Additional benefits.
• Annual leave entitlement, rising with service.
• Opportunity to study for professional qualifications.