Admin Assistant

3 months ago


Scunthorpe, United Kingdom Fortem People Full time

Our well-established client in the Financial Planning industry is looking for a Client Support Executive to join the team.

**Working Location**: Scunthorpe

**Salary**: £23,000

**Hours per week**: 35 hrs

**Working hours**: Monday to Friday 9.00am - 5.00pm (1hr lunch)

**Key Duties and Responsibilities**:

- Provide high level technical and administrative support to the Practice;
- Pre-meeting preparation and post meeting follow up, including accurately updating client files on Salesforce CRM;
- Answering incoming telephone calls, dealing confidently and effectively with clients, product providers and third parties with professional and effective communication skills
- Meeting and greeting clients and visitors to the Practice;
- Adviser pipeline management
- Provide regular updates to Financial Adviser about case progression
- General office administrative duties
- Running reports and illustrations and collating key data;
- Extensive liaison with Admin Centres, providing information required to complete transactions within specific timescales;
- Producing templated client letters and reports

**Person Specification**
- Previous experience in an office support role, ideally in financial services or related sector;
- Knowledge of relevant regulation and legislation (desirable);
- Experience of client management systems such as Salesforce.
- Excellent face-to-face and telephone client interaction skills and ability to build rapport swiftly;
- Excellent written communication skills;
- Broad experience of Microsoft Office (Outlook, Word, PowerPoint, Excel);
- Good organisation skills;
- Strong attention to detail;
- Manages time effectively with the ability to multi-task;
- Keeps calm when faced with conflicting demands and handles these effectively;
- Demonstrates a positive attitude at all times;
- Works well on own tasks as well as on shared goals as part of a team;
- Open to change with a creative approach to problem solving.

**Benefits**

Holiday allowance: 25 & xmas shut down & BH

Extra 1 day every 2 yrs service (up to 32 max)

Progression and training

6% Pension

Salary Sacrifice scheme

Quarterly team nights out

Relaxed yet hard-working office environment

Exploring 4 days a week option

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

**Salary**: From £23,000.00 per year

**Benefits**:

- Company events
- Company pension
- Free parking
- On-site parking

Schedule:

- Day shift
- Monday to Friday
- No weekends

**Experience**:

- Administrative experience: 1 year (preferred)

Work Location: In person



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