Administrator

7 days ago


Woodbridge, United Kingdom Cottrell Moore Ltd Full time

New Business Administrator

An incredible opportunity is available for a Part-Time individual to join a dynamic team in Woodbridge within the financial services sector.

This role focuses on providing top-notch customer support to new clients during onboarding, nurturing relationships, and aiding in the growth of current business.

You will be part of a fast-paced team handling tasks from the Partner and offering assistance when needed.

Offering 25-35 hours per week, with flexible and hybrid working options to suit the right candidate.

Salary range of £23-28,000 per annum pro rata, depending on experience, along with company pension and bonus scheme.

The ideal candidate:

  • Excellent IT and communication skills, highly organized, and decisive
  • Ability to perform under pressure with precision
  • Outstanding communication skills, meticulous organization, and keen attention to detail
  • Strong problem-solving and decision-making skills, capable of working independently
  • Self-starter with the ability to work autonomously, with full support and training provided

Key responsibilities for the New Business administrator:

  • Provide technical and administrative support while delivering top-notch customer service to Practice clients
  • Act as a point of contact for client and third-party queries
  • Handle business submissions using specialized software
  • Ensure timely processing of acquired business
  • Completion of tasks within set deadlines due to business nature
  • Assist in analysis and recommendation preparation by advisers
  • Support advisers in client meeting preparations

Additional responsibilities:

  • Drive and enhance the business's client-facing strategy and interactions
  • Develop and execute marketing initiatives to bolster client relationships and attract new clients
  • Manage client events from start to finish, organize presentations, and handle prospect management

This business is a successful Practice within St. James's Place plc (SJP), a well-established FTSE 250 Wealth Management company distributing a range of Investment and Retirement products to High Net Worth clients.

SJP manages funds exceeding £180 billion.


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