Senior Administrator

3 weeks ago

Cardiff, United Kingdom Page Personnel Finance Full time

Senior Administrator - Cardiff - Hybrid Working
- UK Based Investment Firm

**Client Details**

The organisation is a UK-based investment management firm, established in the 1700s. It provides wealth management services, including financial planning, investment management, and stockbroking, to individual and corporate clients. The company has a networkof branches across the UK, and offers its services through a variety of channels, including face-to-face, telephone, and online. The organisation's approach to investment management is based on rigorous research and analysis, and it is committed to providingits clients with personalised, expert advice to help them achieve their financial goals

**Description**

Assist with and oversee the day to day administration for the team, and provide support to senior colleagues dealing with various tasks to ensure the smooth running of the team.

General administration to include:

- Communicating with Financial Advisers and clients
- Preparation and processing of all new client documentation and amendments
- Monitoring of transfers of assets/cash from other institutions
- ISA subscriptions and transfers
- Processing of payments clients
- Liaising with colleagues within Business Support regarding administration of client accounts.
- Ensuring client details and reviews are recorded correctly on systems
- General record keeping and electronic filing
- Adhering to Conduct Risk standards
Additional tasks to include:

- Supports business development activities.
- Would it be appropriate to add in that expected to run projects for the office where appropriate and to show
leadership by volunteering to be champions/ambassadors/specialists/Wizards where appropriate to show
commitment to wider business

**Profile**
- Previous experience in Administration/PA/EA
- Highly organised and attention to detail

**Job Offer**

Why work for this organisation?

-Positive work culture: known to have a friendly and supportive work environment that fosters collaboration and teamwork.
- Employee development and training: The company is committed to providing its employees with training and development opportunities to help them reach their full potential.
- Recognition and rewards: recognises and rewards its employees for their hard work and achievements, which helps to create a positive and motivating work environment.
- Work-life balance: The company is supportive of its employees' efforts to achieve a healthy work-life balance, which is important for overall job satisfaction and well-being. Hybrid working is on offer here; 3 days in the office, 2 days work from home
- £26,000 to £35,000 starting salary
- Hybrid working - 3 days in the office, 2 days work from home
- Senior Administrator - Cardiff

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