Administrator - Maternity Cover

1 week ago


Gainsborough, Lincolnshire, United Kingdom Ortus PSR Full time

Job Title: Administrator - Maternity Cover

Company: IFA Company

Our client, a company specialising in Independent Financial Advice (IFA), is in need of an experienced Administrator to provide maternity cover with the possibility of a permanent position. The chosen candidate will play a crucial role in supporting the Adviser Team, ensuring top-notch service for clients, and managing various administrative duties.

Key Responsibilities:

  • Maintain an efficient diary system for client review meetings.
  • Prepare meeting packs for Advisers, ensuring all necessary documents are included.
  • Document client meeting notes and update relevant systems.
  • Act as the main point of contact for clients, handling routine queries.
  • Manage stationery supplies and maintain documentation.
  • Organise client celebration and sympathy cards when needed.
  • Handle change of address requests and notifications of decease.

Skills and Experience:

  • Preferred knowledge of SJP and RWM systems, though not mandatory.
  • Minimum of six months' experience in a Wealth Management or Financial Advice (restricted or IFA) company.
  • Professional telephone etiquette.
  • Ability to collaborate effectively in a team.
  • Desirable product and market knowledge.

Competencies:

  • Excellent communication and teamwork skills.
  • Strong planning and organisational capabilities.
  • Ability to adapt in a fast-paced work environment.

This is a permanent role covering maternity leave with the possibility of extension, offering a salary of up to £25,000 depending on experience. It's a hybrid role (except for covering PTO), providing a great opportunity for growth.

If you have a background as an Administrator in wealth management and are seeking a fresh challenge, we invite you to consider applying for this exciting opening.



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