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Administrative Assistant

2 months ago

Leicester, Leicester, United Kingdom CleverHR Full time
About the Role

We are seeking a highly organized and detail-oriented Administrative Assistant to join our team at CleverHR. As a key member of our Wealth Management team, you will be responsible for providing exceptional administrative support to our Financial Planners and clients.

Key Responsibilities
  • Provide technical and administrative support to Financial Planners, including calculating maximum borrowing and retirement benefits, processing retirement benefit applications, and maintaining accurate records.
  • Carry out routine administration tasks, such as daily reconciliation of bank accounts, banking of cheques, and preparing client meeting notes.
  • Liaise with clients, actuaries, accountants, Pension Trustees, HMRC, and other professional connections via various methods.
  • Maintain a diary confirming the date of any drawdown anniversaries and rent reviews.
  • Prepare Annual Review Packs, including Accounts Reconciliation & Annual Statements, and issue Client Meeting Notes and undertake action points.
  • Invoice clients in accordance with Client Agreements and maintain client contact over telephone, email, face to face.
Requirements
  • Educated to A level standard (or equivalent) as a minimum.
  • Minimum of 3 years' experience in a SSAS client servicing and administration role.
  • Good technical knowledge of SSASs and their use in financial planning.
  • Ability to communicate effectively with clients, actuaries, accountants, Pension Trustees, HMRC, and other professional connections.
  • Knowledge of in-house money laundering procedures relevant to role and individual responsibilities in this area.
  • Knowledge of Data Protection legislation relevant to role.
What We Offer
  • Salary £25,000 to £32,000 per annum (dependant on qualifications and experience).
  • 2 x salary life assurance.
  • Pension; Salary sacrifice scheme available.
  • 24 days' holiday - Increasing incrementally in recognition of continuous service.
  • Free parking.
  • Hybrid Working Scheme – Following completion of initial training and induction.