Administrative Professional

3 weeks ago

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

Job Summary

We are seeking a highly organized and detail-oriented Senior Administrator to join our team at Fairstone Group Ltd. As a key member of our operations team, you will play a critical role in supporting our financial planners and ensuring the smooth delivery of our services.

Key Responsibilities

  • Review Planning: Collaborate with our financial planners to schedule, plan, and organize client reviews, ensuring timely and effective communication.
  • Meeting Preparation: Prepare all necessary documentation, including portfolio valuations, fact find documentation, and risk questionnaires, to support our financial planners.
  • Post-Meeting Administration: Produce high-quality client reports, summarizing key findings and recommendations.
  • Implementing Advice Actions: Effectively implement advice actions, such as fund switches and new business, in accordance with our business processes.
  • General Office Administration: Provide administrative support to our team, including client servicing and other tasks as required.

Requirements

  • Business Acumen: Possess a strong understanding of business processes and procedures.
  • Organizational Skills: Prioritize and manage your workload effectively, ensuring timely completion of tasks.
  • Attention to Detail: Maintain high levels of accuracy and attention to detail in all aspects of your work.
  • Communication Skills: Develop and maintain effective relationships with colleagues and clients through clear and concise communication.
  • Interpersonal Skills: Demonstrate excellent interpersonal skills, both written and verbal, to build strong working relationships.
  • Time Management: Focus and prioritize effectively to meet deadlines and deliver high-quality results.

Qualifications

  • Experience: Ideally, you will have at least 2 years of experience as an administrator in the financial or wealth planning sector.

Benefits

  • Competitive Salary: Compensation will be dependent on your skills and experience.
  • Annual Leave: 25 days annual leave.
  • Pension Scheme: Auto-enrolment pension scheme.
  • Training and Development: Opportunities for training and support 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 committed to equality, diversity, and inclusion. We strive to create a fair and inclusive work environment, free from discrimination, and we welcome applications from diverse candidates.

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