Experienced SJP Senior Administrator
4 weeks ago
Join a Dynamic Team in Financial Services - Competitive Salary Package
We are seeking a skilled Senior Administrator with SJP experience to become a vital part of our expanding practice. This role offers a unique chance to enhance your capabilities and engage in paraplanning responsibilities, aligning with your professional aspirations. The Principal Partner emphasizes the significance of both expertise and team compatibility, providing flexible working arrangements including hybrid and fully remote options.
Key Responsibilities
** Deliver exceptional administrative support with comprehensive end-to-end experience.
** Foster strong relationships with clients from the initial engagement through their entire journey.
** Manage a diverse portfolio of over 2000 clients.
** Prepare essential documentation for meetings, oversee diary management, and ensure accurate post-meeting notes are recorded in the system.
** Collaborate with providers and assist in ensuring suitability and compliance.
** Handle reporting and submission of new business, while closing reviews to meet compliance and consumer duty standards.
** Take pleasure in converting potential clients into satisfied customers.
** Uphold a commitment to delivering excellence in service to maintain high client retention rates.
** Enjoy the flexibility of office-based, hybrid, or remote working arrangements based on the selected candidate's location.
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