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Team Administrator
Exciting opportunity for a Team 1 Administrator to join one of UKs leading Wealth Management and Financial Advisory specialist based in Spalding area. Over the years, they have built a reputation for excellent service, innovation and making a genuine difference to their clients as we all know finance is the life source of any organisation as it is a vital part of any business.
We are looking to speak with applicant who can demonstrate commitment, enthusiasm along withwillingness to contribute to this outstanding business.
Main Responsibilities for the successful Team Administrator:
- Comply with FCA regulation, Data Protection and Anti Money Laundering legislation.
- To independently manage daily tasks and workload in an efficient manner, working within company turnaround times.
- To answer the telephone in a professional manner, dealing with calls where possible, or if not, directing calls as appropriate to other staff.
- To pick up post from SharePoint and distribute to relevant staff members. Frank and prepare post at end of day and take to Post Office when required.
- To deal with administrative tasks such as change of addresses and personal information.
- To set up and maintain accurate client records using the back-office systems keeping full and accurate up to date notes regarding progress on individual client tasks, actions required, and progress made.
- To input client meeting notes and data from paper Fact Finds into Intelliflo in an accurate and timely manner.
- To contact and chase product providers for information regarding clients plans, check information received against a checklist and progress on actions requested.
- To prepare documents needed for adviser client meetings and action adviser requests for information.
- To manage Advisor diaries, book and confirm appointments with clients, arrange meeting rooms and issue confirmation to clients.
- To correspond with clients and product providers via email, letter and telephone, updating client records with notes of all conversations.
- To share responsibility for office equipment and supplies, including stationery and printers.
About the successful Team Administrator:
- Confident in written and spoken English
- Excellent customer service and communication skills
- Excellent experience of working with Excel and maintaining spreadsheets accuracy is essential to this role as errors in contributions can result in thecompanies we look after being fined.
- Highly organised and ability to work under pressure ensuring deadlines arealways met.
- One to two years minimum experience of working in financial services
- Knowledge of the Financial industry related products/ back-office systems
- (Intelligent Office, iPipeline preferred).
What we offer in return to the successful Team Administrator:
- Salary negotiable ( 22,222Per annum)
- Monday to Friday ( 35 hours a week)
- UKs leading wealth management pension scheme
- Unrivalled career development prospects
- National Training and ability to up skill your existing skill set.
If you are passionate about the financial sector and want to be part of fantastic team, please do not hesitate to contact us for more details!
Paradigm Employment Services Ltd is acting as an Employment Agency in relation to this vacancy.
