Administrator

2 days ago


Marlborough, United Kingdom BMC Recruitment Group Full time

Role Description:
Specific Responsibilities:

- Taking phone calls, inquiries and requests, and handling them where appropriate
- Client correspondence, written and verbal
- Processing New Business
- Preparation of client review packs
- Arranging client meetings and managing the Adviser's diary
- Illustration requests
- Back-office support
- Ensure that all financial planning client administration is carried out in accordance with the Firm's procedures
- Maintain client records on IO and other company Systems. Ensure the client and firm's files are well-presented, accurate and compliant
- Due to the nature of the business, the role may also include additional responsibilities considered reasonable

Essential Skills:

- Previous experience working in a Financial Planning firm
- Good working knowledge of Intelligent Office and Platforms
- Excellent planning, organisational and multi multi-tasking abilities are essential
- Excellent communication skills at all levels
- Ability to produce concise business correspondence, proofread for grammar, spelling and punctuation with a high degree of accuracy
- Analytical and problem problem-solving skills
- Flexibility/ adaptability to cope with change
- Confident with IT and office software package packages including Teams, Outlook, Word, Excel and PowerPoint
- A team player with a positive attitude

Desirable Skills:

- An understanding of Model Portfolios/DFMs

**Job Types**: Full-time, Permanent

**Salary**: £20,000.00-£22,500.00 per year

Additional pay:

- Yearly bonus

Schedule:

- Monday to Friday


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