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Senior Administrator

3 months ago

Nottingham, United Kingdom Cherry Professional Full time

Senior Administrator | Permanent | 9-5 Monday - Friday
Hybrid Available | Nottingham Based | 24-29K Depending on Experience 

Cherry Professional are recruiting for a Senior Administrator with previous experience within Financial Services.
This is an exciting opportunity to join a rapidly growing company with a fantastic team culture.

What we are looking for:

- Ability to work under pressure of tight deadlines to ensure company SLAs are met
- Strong interpersonal and team skills
- Previous experience within financial services is essential
- A keen eye for attention to ensure case/ business errors are mitigated
- The ability to self-develop and show initiative by researching solutions independently
- Ability to change and adapt swiftly as business needs alter
- Skilled in usage of IT systems such as Word, Excel and Powerpoint
- Professional telephone manner and strong communication skills (both written and verbal)
- Competencies Communicating, Collaboration, Planning and Organisation Adaptability 

Key details:

- Preparation of meeting packs for CEO to complete reviews and presentation meetings when signing up new business including any necessary printing
- Preparation of post meeting letters summarising the points arising in CEO review meetings
- Completion of fund switches and creating relevant paperwork
- Completion of FE Analytics performance charts for use in presentation meeting packs but also on an ad-hoc basis, when required, to support the CEO
- Completion of protection comparison reports, quotations, and processing applications, if required by CEO
- Collation of LOA information, either via file note or in writing, ensuring all relevant information received. Completion of analytics and obtaining CYC prior to passing to CEO, ensuring client is contacted    bi-weekly to update
- Booking of Drawdown Reviews ensuring State Pension Forecast received prior to meeting
- Completion of trust forms in line with St. James’s Place guidance and support resources
- Input of data on relevant cashflow modelling systems to assist CEO with case construction
- Undertake all tasks relating to the PA role when required to provide holiday/sickness cover, etc
- Onboarding calls to new clients to discuss the services we offer
- Completion of any other administration duties as required by the CEO 

Benefits:

- Competitive salary
- Option of Hybrid working
- 25 Days annual leave + Bank Holidays
- Private Health insurance after 12 months service
- Qualifications / Exams paid for

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