Administrative Support Specialist

4 days ago


Sheffield, Sheffield, United Kingdom CV Library Full time

We are searching for a dedicated Administrative Support Specialist to support our Sheffield office's daily activities.

About the Role:
  • Assist in preparing client correspondence, including letters and emails, to ensure timely delivery.
  • Accurately scan and attach relevant documents to client records, maintaining up-to-date information.
  • Process letters of authority and coordinate with providers to expedite resolution.
  • Maintain and improve administration systems to enhance client interactions.
  • Nurture relationships with clients through direct communication and arrange meetings for advisers when necessary.
  • Prepare comprehensive client files for adviser meetings, catering to both new and existing clients.
  • Oversee the processing and monitoring of new business initiatives, providing regular progress updates to clients and advisers.
  • Manage pipeline activity, tracking progress and reporting back to stakeholders.
  • Collaborate with clients and third-party vendors to resolve cases efficiently.
  • Issue policy documents and provide general support using IO software.
  • Work closely with colleagues to address queries and optimize overall team performance.
Benefits and Compensation:
  • Annual salary: £32,000 - £44,000
  • Generous holiday allowance (25 days + bank holidays)
  • Annual salary review and staff recognition program
  • Study support for professional certifications and in-house training
  • Potential career advancement to Trainee Paraplanner, Paraplanner, or Adviser roles
  • Holiday purchase scheme and life assurance plan
  • Corporate eyecare coverage


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