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Administrator - Maternity Cover
1 week ago
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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