Advisor Support Administrator

4 weeks ago


Gainsborough, United Kingdom Kinetic Office Recruitment Remote Work Freelance Full time

Advisor Support Administrator - minimum 12 month contractKirton in Lindsey - Hybrid working availableUp to £25,000 Depending on experience

Overview:

Our friendly, successful, and professional financial services client is looking to recruit an Administrator to cover a period of maternity leave in their team. The role will be to support the Adviser Team with preparing them for client meetings and assisting with their responsibilities to existing clients / prospective clients.

Key Duties:

  • Maintain effective diary system to ensure clients are offered review meetings at the appropriate time.
  • Contact clients and book review meetings.
  • Confirmation letters/emails to be sent to clients.
  • Prepare meeting packs for Advisers including valuations and all other relevant documents required.
  • Monitor / chase for the return of meeting notes uploaded to One Note by Adviser and ensure that client meeting notes are recorded on the system.
  • Construct appropriate post meeting letter for issue to clients from Adviser notes
  • Meet & Greet Advisers clients’ when meetings are held onsite. Ensure welcome screen is displayed in reception and guests sign into the Visitors Book.
  • Send off any Letters of Authority brought back from client meetings and record in working spreadsheet ensuring information is chased as required. Keep Adviser updated of progress throughout.
  • Make Adviser aware of documentation received in relation to their clients and provide general support as required.
  • Act as a point of contact for clients and deal with routine issues/queries.

Skills & Experience:

  • Professional and warm telephone manner.
  • Ability to relate to the pressures on the Adviser Team and ensure an effective and efficient two-way relationship.
  • Collaborative, team player.
  • Strong communication skills are required both written and verbal
  • Excellent planning and organisation skills, and being able to adapt to change
  • Product and market knowledge within financial services would be desirable

Other Information:

  • The hours are Monday - Friday 9am - 5pm- 35 hours a week
  • Holidays - 25 Days Holiday, plus Bank Holidays and if your birthday falls on a working day you are given the day off.
  • Onsite parking
  • Other benefits include: Company Pension, Private health scheme after 1 year service, Death in Service benefit
  • Exams paid if you wish to pursue further qualifications
  • Company funded events
  • Hybrid working is available

Please note that due to a high volume of applications across all our adverts we are only able to respond to those who have been short-listed. If you haven't had a response within 48 hrs please assume you have been unsuccessful.


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