Administrator -Woking -£27,000

Administrator

Woking -Central

Permanent, Full time

Paying up to £27,000 (DOE) plus 25 days holiday +BH, Pension, Hybrid Working, Progression Opportunities, Study support & SO much more!!

Monday -Friday

Interviews: ASAP

Our client, a leading financial services organisation is seeking an experienced Administrator to join their team in Woking.

As an Administrator you will be to supporting the Advisers and -Para-planners in various non-advisory tasks. This includes sending out Advice letters, responding to client queries, processing trade deals, and maintaining client databases. Your role is crucial in ensuring a seamless and efficient service delivery to our clients

Sounds interesting?? What will my daily duties be:

Responsibilities:

Client Support:

• Send out Advice letters and collate necessary enclosures.
• Liaise with clients through secure messaging system, email, or telephone to address their queries.
• Handle allocated post.
• Process new clients in accordance with procedures.
• Work with Advisers and Admin Team to meet deadlines and service level agreements.
• Process trade deals daily across multiple platforms.
• Track Letters of Authority and product information requests.

Client Database(s) Management & Maintenance:

• Monitor and action assigned activities within set time frames.
• Maintain accurate and updated client information on internal systems.
• Enter client information on appropriate platforms.
• Conduct client reviews and pass them to the Adviser for checking before sending to the client.

General Administration:

• Open, scan, and allocate incoming post.
• Frank and post outgoing mail, including Special Delivery items.
• Process received forms promptly and update client database.
• Handle inbound calls and redirect or take messages as required.
• Maintain client file documents in compliance with regulations.
• Assist with marketing administration when necessary.
• Update online database with client data and valuation feeds.
• Undertake any other administrative tasks following established procedures.

Skills/ Experience:

• Proficiency in Microsoft Office Suite (Word, Excel, Outlook, Teams).
• Approachable and professional manner.
• Strong communication skills.
• Ability to prioritise tasks and work efficiently.
• Minimum of 2 years' relevant experience in administrative roles within the financial services sector.
• Experience using CRM software, preferably Intelliflo.
• Familiarity with platforms such as Aegon, FundsNetwork, Transact, and James Hay.(Desirable)
• Knowledge of IFA office procedures and compliance (Desirable)
• Degree level of education.
• Willingness to pursue further education or training, such as Diploma in Financial Planning.

If this roles sounds of interest then apply now or please contact Annie, /

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