Senior Administrator

4 weeks ago


Leeds, Leeds, United Kingdom Lime People Search & Select Ltd Full time
Senior Administrator Opportunity

Lime People Search & Select Ltd is seeking a highly skilled Senior Administrator to join our team. As a key member of our financial advisory firm, you will play a crucial role in delivering exceptional client service and supporting our team of financial advisors.

Key Responsibilities:
  1. Collaborate with our team of financial advisors and paraplanners to produce high-quality suitability reports for clients.
  2. Manage and maintain accurate records on our client practice management system, Intelligent Office.
  3. Provide administrative support to the team, including covering for colleagues when needed.
  4. Take initiative to manage and prioritize your workload, working closely with the IFA and paraplanner to ensure seamless delivery of services.
  5. Attend training courses and team events as required to stay up-to-date with industry developments and best practices.
Requirements:

We are looking for a candidate with a minimum of 2-3 years of experience working as an administrator in a financial advisory firm. Additionally, you should have around 1 year of experience in creating or producing suitability reports for financial advisors. A Level 4 Diploma in Financial Advice is desirable, as is experience using Intelligent Office. You will be a team player with excellent communication skills and a strong knowledge of Microsoft products, including Word, Excel, and Outlook.

We offer a competitive salary and opportunities for career progression through exams and qualifications. If you are a motivated and organized individual with a passion for delivering exceptional client service, we encourage you to apply for this exciting opportunity.


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