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Senior Administrator

2 months ago

Kibworth Harcourt, Leicestershire, United Kingdom Fairstone Group Ltd Full time

Job Summary

Fairstone Group Ltd is seeking a highly organized and detail-oriented Administrative Professional to join our team. As a key member of our operations team, you will be responsible for providing administrative support to our financial planners and ensuring the smooth operation of our business.

Key Responsibilities

  • Review Planning: Coordinate with financial planners to schedule and plan client reviews, ensuring timely and effective communication.
  • Meeting Preparation: Prepare all necessary documents and materials for meetings, including portfolio valuations, fact find documentation, and risk questionnaires.
  • Post-Meeting Administration: Prepare and produce client reports, ensuring accuracy and attention to detail.
  • Implementing Advice Actions: Assist in implementing advice actions, such as fund switches and new business.
  • General Office Administration: Provide administrative support to clients as required, ensuring excellent customer service.

Requirements

  • Experience: Ideally 2 years of experience as an administrator in the financial/wealth planning sector.
  • Skills: Excellent communication and interpersonal skills, with the ability to work effectively in a team environment.
  • Qualifications: Industry-recognized certification in administration or a related field is desirable.

Benefits

  • Competitive Salary: Compensation dependent on skills and experience.
  • Annual Leave: 25 days annual leave.
  • Pension Scheme: Auto-enrolment pension scheme.
  • Training and Development: Opportunities for training and development towards industry-recognized certification.
  • Death in Service: Death in service benefit.
  • Cycle to Work Scheme: Cycle to work scheme.

Equal Opportunities Statement

Fairstone Group Ltd is an equal opportunities employer and welcomes applications from all qualified candidates. We are committed to creating a diverse and inclusive work environment and strive to uphold these values throughout the recruitment and selection process.