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Senior Administrator

2 months ago

Nottingham, Nottingham, United Kingdom North Oak Recruitment Ltd Full time
{"title": "Senior Administrator", "description": "

Enhance Client Experience as a Senior Administrator


Nottingham (Hybrid) - ref AL1308


Salary £22,000 - £29,000 dep on exp + benefits


Our client, a renowned Wealth Management organisation, is seeking a skilled Senior Administrator to collaborate with the CEO in streamlining case turnaround times and workflow efficiency. This role will involve working closely with the CEO, Advisers, and Paraplanners to ensure clients' needs are met.


Main Responsibilities



  • Prepare meeting packs for CEO review meetings, including printing and pre-populating relevant forms.
  • Compose Post Meeting Letters summarising CEO review meeting discussions.
  • Process fund switches and create relevant paperwork.
  • Generate FE Analytics performance charts for presentation meeting packs and ad-hoc use.
  • Process protection comparison reports, quotations, and applications as required by the CEO.
  • Collect LOA information via file notes or written communication.
  • Book Drawdown Reviews, ensuring State Pension Forecast receipt prior to meetings.
  • Complete trust forms in accordance with guidance and support resources.
  • Lead on new admin-related projections as needed.
  • Input data into cashflow modelling systems to assist the CEO with case construction.
  • Perform PA tasks during holiday or sickness cover.
  • Conduct onboarding calls with new clients to discuss services offered.

Required Skills and Experience



  • Ability to work under pressure to meet company SLAs.
  • Strong interpersonal and team skills.
  • Proven track record in a financial services administrator role.
  • A keen eye for detail to mitigate case/business errors.
  • Ability to self-develop and show initiative in researching solutions.
  • Flexibility to adapt to changing business needs.
  • Proficiency in IT systems such as Word, Excel, and PowerPoint.
  • Professional telephone manner and strong communication skills.

If this role interests you, please submit your CV. We aim to respond to all applications within 10 days. By submitting your CV, you consent to it being retained for use in connection with this and future relevant vacancies. You can opt out at any time by emailing us. Our full Privacy Notice is available on our website.

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