Administrator - Financial Services

AW15454
£18000 - £23000

Our client is seeking to appoint an experienced Administrator to support the Adviser Team with preparing them for client meetings and discharging their responsibilities to their existing clients / prospective clients whilst ensuring that their service offering is outstanding!

Location: Mansfield

Salary: £18,000 - £23,000 per annum, DOE

Full time, permanent 

Responsibilities:

  • Maintain effective diary system to ensure clients are offered review meetings at the appropriate time
  • Contact clients and book review meetings using diary system
  • Sending confirmation letters/emails to clients
  • Prepare meeting packs for Advisers including valuations and all other relevant documents required
  • Monitor / chase for the return of meeting notes uploaded by Adviser
  • Ensure that client meeting notes are recorded on the system, including e-briefings, Curo/CRM's, CRR's, Client ID, service questionnaires, review dates updated, scan notes to system
  • Construct appropriate post meeting letter for issue to clients from Adviser notes
  • Meet & Greet Advisers clients’ when meetings are held onsite
  • Send any Letters of Authority bought back from client meetings and record in working spreadsheet ensuring information is chased as required
  • Keep Adviser updated of progress throughout
  • Process change of address requests, updating systems and notifying the administration centres
  • Make adviser aware of documentation received in relation to their clients and provide general support as required
  • Act as a point of contact for clients and deal with routine issues/queries

Skills and Experience

  • Experience in a similar role is ESSENTIAL
  • Financial Services experience is HIGHLY desirable
  • Professional and warm telephone manner
  • Ability to relate to the pressures on the Adviser Team and ensure an effective and efficient two way relationship
  • Team player