Senior Administrator Role

14 hours ago


Woking, Surrey, United Kingdom CV-Library Full time
Job Summary

We are seeking a highly experienced and skilled Senior Administrator to join our team of financial advisors. The successful candidate will provide high-level support to the directors and paraplanners, ensuring the smooth operation of our ultra-high net worth Individual Financial Advice (IFA) services.

This is an excellent opportunity for a motivated and organized individual to take on a challenging role that requires strong administration skills, attention to detail, and effective communication. If you have a passion for delivering exceptional client service and working in a fast-paced environment, we would like to hear from you.

The ideal candidate will have experience in administering ISAs, Investment Bonds, VCTs, Group and Individual Pensions, Life, PHI, and PMI products. You will be proficient in using XPlan, including the fee reconciliation side of the software, and possess excellent Excel skills. Effective client and provider liaison skills are essential, as well as the ability to work accurately under pressure.

  • Obtaining quotes and illustrations for clients.
  • Competent use of XPlan, including the fee reconciliation side of the software.
  • Effective client and provider liaison, both verbally and in writing.
  • Administration and processing of ISAs, Investment Bonds, VCTs, Group and Individual Pensions, Life, PHI, and PMI products.

Salary: £30,000 - £35,000 per annum, plus excellent benefits.



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