Senior Administrator (Financial Services)

893364
£25,000 per annum

£25,000 per annum
Near to Nottingham city centre

Our client is seeking a dynamic, IT savvy and resourceful individual with experience in Financial Services who will take responsibility and be a right-hand to the Partner.

Key Responsibilities:

  • Managing work load and work flow for both private and corporate clients
  • Create all new client files, monitor and complete the resulting workload from initial meeting to completion of business, facilitating other resources such as external support (i.e. plus), Para planners etc. throughout the process
  • Updating client transaction records daily
  • Responsible for all documentation to be kept accurately in appropriate files
  • Can manage and run projects utilising the IT management systems
  • Create new processes to improve efficiency
  • Manage the corporate auto enrolment servicing spreadsheet as agreed including quarterly phone calls to all corporate clients
  • Overseeing the flow of work to the admin support external resources
  • Organise payments / salaries to 3rd parties
  • Ensure all suitability letters created and sent to clients within compliant timescales
  • Attend high net worth client interviews & corporate meetings as required
  • Organise sponsorship and client events as required

Skills / Experience / Attributes
The ideal candidate will demonstrate the following qualities:

  • Well experienced within the financial services sector
  • Happy to take authority and delegate where necessary
  • Will anticipate, understand and respond to the needs of the employer
  • Works well in a fast-paced environment
  • Ability to prioritise workload and multitask
  • Professional and well presented
  • Process driven, well organised with good time management
  • Excellent communication and interpersonal skills

Please only apply for this position if you can evidence, on your CV, the essential elements of the post.

Should this not be the case, you will only receive an automatically generated email response to your application with no further communication.