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Office Administrator

3 months ago

Luton, Luton, United Kingdom Wealth Matters Full time

JOB SPECIFICATION AND CANDIDATE CRITERIA

Job title:
Office Administrator

Reporting to:
Christine Daniels

(Head of administration)

Overview:


Wealth Matters has exciting plans for growth and, following recent career progression within the firm, now has the ability to take on an additional Administrator.


Working within an Accredited Financial Planning firm of Wealth Matters size provides a unique opportunity to work in an environment where your contributions can make a real impact on the success of the business whilst providing scope to continue personal development and career progression if desired.


Job purpose:

  • Provide support to client relationship managers in managing new and existing client relationships
  • Ensure day to day client administration and queries are handled promptly and to high standards including booking of meetings
Manage the submission process of returned paperwork including keeping clients updated and chasing progress with platforms as needed

  • Support the wider office administration tasks in conjunction with the larger team

Key objectives:

  • Assist the company in providing a comprehensive financial planning service to clients
  • Strengthen client relationships through effective and timely service
  • Delivering high quality, compliant, ethical service to clients
  • Ensure paperwork and submissions are progressed accurately

Core Tasks:

  • Manage client queries including investigation and response with escalation to paraplanners, office manager or adviser when appropriate
  • Start of week meeting with the administration team to prioritise workloads
  • Prepare and provide clients with required paperwork related to their financial planning with appropriate tabbing and explanations
  • Manage the submission process of returned paperwork including keeping clients updated and chasing progress with platforms as needed
  • Ensure due diligence and other compliance documents in accordance with company policies are in place
  • Provide clients with Reason Why Letters, quotes and illustrations
  • Prepare and process paperwork required for Estate Planning cases
  • Handling inbound and outbound post when required
  • Manage allocation of income including uploading fee statements
  • Support wider team with admin including LOA chasing, fact find keying, document scanning
  • Ad hoc project work as required
  • Reception duties
  • Inbound call answering

Experience, Education and Training:

Professional Qualifications - Wealth Matters staff are supported in gaining professional qualifications where mutually agreed but this is not a requirement

Experience working within administration roles that include client management would be beneficial

Experience using CRM systems is desirable but not essential

Wealth Matters Values

  • Go the Extra Mile
  • Get it Done
  • Make the Client Love You
  • Be a Great Team Member
  • Have a Growth Mindset

Skills, knowledge and competencies

  • Desire to achieve good outcomes for clients
  • Comfortable with IT systems
  • Strong attention to accuracy and detail
  • Organised and reliable
  • Flexible and able to work to tight deadlines
  • Ability to work in a team

Salary, bonus and benefits:

  • Subject to experience and qualifications

Salary:
From £25,000.00 per year

Benefits:

  • Company pension
  • Financial planning services
  • Onsite parking

Schedule:

  • Monday to Friday

Supplemental pay types:

  • Bonus scheme
  • Performance bonus

Ability to commute/relocate:

  • Luton: reliably commute or plan to relocate before starting work (required)

Work Location:
In person

Reference ID:
Office Administration within Financial Services