Business Adminstrator

The Practice represents a FSTE 100 brand and has seen its success grow through the ethos of offering quality, face-to-face wealth management advice and commitment to building trusted and enduring relationships with its clients.

The company's propositionis further enhanced by its distinctive approach to investment management.

We are looking for an experienced administrator with positive, reliable, flexible and motivated individual who can work well within a busy office environment and should be capable of working on their own, with a high level of attention to detail.

They willplay a vital role in enabling the partner to focus on seeing clients whilst the business is managed effectively from the back office.

Client service is paramount and therefore they will need to be fully immersed in all areas of the business and have a passion for giving excellent client service in a timely fashion whilst working closely with the partner on business development.

This role will Full-time 35 hours per week with flexibility, working from home opportunities based in office, Farnborough

Main Duties & Responsibilities

• Assisting with the administration of client meetings including identifying review meetings to be booked.
• Assisting with premeeting research and documentation including gathering information from client files, documents and valuations for the Financial Advisers and uploading to online client files as required.
• Assisting with any follow up actions from client meetings.
• Providing weekly briefings to Partner and Adviser to ensure everyone is kept up to date with progress of cases.
• Responsible for managing client evidencing client servicing, and for updates and maintenance of the CRM system, filing and other IT systems.
• Responsible for the administration of client information for the Partner/paraplanner, ensuring in all information is gathered in a timely fashion and prepared fully before submitting to paraplanner to write case.
• Responsible for Letter of Authority's
• Delivering letters of authority to our prospects, compiling the data from providers onto a prospects file and liaising with SJP administration centres and external 3rd parties.
• Support Partner in business submission.
• Managing the client's financial information and documents including collating information from various sources and updating/creating the Client Financial Review documents.
• Responsible for client facing compliance completing various forms with client data.
• Preparing presentation documents for Partner & Adviser.
• Post and general office admin.
• Answering calls and handling queries professionally, redirecting or taking messages and using initiative to deal with queries.
• Any other duties as may reasonably be required for both the business and the Partner, consistent with the vacancy.

Skills and Experience

Essential

• Exceptional interpersonal and communication skills, including the ability to ensure effective communication with a wide range of contacts.
• Prioritises and plans own workload meticulously including ability to multitask effectively.
• Ability to review, create, and manage systems and processes.
• Maintain a positive 'cando' attitude.
• Ability to think creatively and add value to a growing business.
• The ability to balance conflicting demands in a calm and friendly manner.
• Assertive and confident manner.
• Analytical with precise attention to detail
• Very strong organisational and planning skills.
• Assertive and confident manner particularly on the telephone.
• Good numeracy and excellent attention to detail.
• Ability to work under pressure, to tight deadlines and a flexible, proactive approach to work including the ability to prioritise and reprioritise to achieve successful outcomes.
• Ability to deal with sensitive information with discretion and to maintain client confidentiality at all times.
• Excellent IT skills including working knowledge of Microsoft Office Word, Excel, PowerPoint, and Outlook.

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