Administrator

3 weeks ago


Rayleigh, United Kingdom Antony George Recruitment Full time

The purpose of the Financial Administrator role is to provide all administrative support within the business. You will provide pre and post-sales support to the Financial Adviser and clients alike. You will contribute to the success of the company overalland adhere to all internal compliance standards and administration procedures, ensuring that client satisfaction is of the highest standard throughout all contact with clients and colleagues alike.

**Duties and responsibilities**

Your duties and responsibilities will include (but not be limited to):

- To provide the highest quality of administration support to both the Financial Advisor and clients and to reduce the administrative burden for clients.
- To build a strong working relationship with the Advisor in order to provide exceptional administration support in the delivery of their business strategy.
- To provide consistent, effective communication allowing clients to have confidence that their instructions and requests are understood.
- The accurate and efficient administration of both paper and system-based records and the accurate maintenance of filing of client records.
- Deal with all client queries, including valuations and policy information.
- Provide full administrative support to the Advisor to deal with queries as and when they arise, working within the achievable deadlines set out.
- Liaising with Advisor on a regular basis, to be agreed to update, maintain and review work in progress and task lists.
- Compile meeting preparation packs and attend meetings if and when required.
- You will also cover Front of House responsibilities when required.

**The Company**

Our client is a firm of Independent Financial Advisers which was established over 30 years ago with offices in Essex and Lincolnshire. They are a chartered business and are therefore wholly committed to providing the best possible advice, service and supportand generating wealth management and protection solutions for their clients.

They are a small friendly team looking for a personable part-time/permanent administrative support person to help them achieve this.

**Skills**
- Ideally, experience within the financial services industry is preferred but is not essential.
- Excellent organisation, communication, and numeracy skills, both written and oral.
- The ability to work accurately, occasionally under the pressure of tight deadlines.
- The ability to prioritise tasks and remain calm under pressure.
- The ability to work from your own initiative.
- Excellent accuracy and attention to detail.
- You will have basic skills in Adobe, Word, Excel, and Outlook.

**Salary & Benefits**:
Other benefits include:

- 20 days holiday with additional days between Christmas and new year when offices are closed.
- Company pension scheme 5% employer contribution, minimum 3% employee contribution.
- Paid for parking space

*In Office working is required. This is a part-time permanent position with some flexibility in working hours but with a minimum of 21 hours and a maximum of 30 hours per week. *

**Location**: Rayleigh, Essex

**Experience (Essential)**: 18 months of administration experience

**Type of role**: Part-time, Permanent



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