Senior Administrator

3 weeks ago


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

We are seeking a highly skilled Senior Administrator to join our team at Lime People Search & Select Ltd. The ideal candidate will have experience in writing or compiling Suitability Reports and will be responsible for:

Key Responsibilities:
  • Working closely with IFA and Paraplanner to deliver quality suitability reports to clients
  • Understanding client needs and objectives based on the information provided by the Paraplanner and IFA
  • Preparing clear, succinct and effective suitability reports that include all the issues that the client should be aware of with firm conclusions and recommendations
  • Regularly checking work, ensuring all details are correct to maintain a high level of accuracy and a low level of errors within an agreed deadline
  • Providing the IFA with fund switch reports and GIA to ISA reports
  • Ensuring that all files are fully compliant and finished
  • Dealing/replying to all remedials within prompt timescales
  • Input and maintain quality records on our client practice management system, Intelligent Office
  • Ensuring all new business applications are submitted within timescales
  • Amending Service Case/Binder/Opportunity for all new business and uploading relevant documents in the correct binders
  • Managing client queries, working alongside the Administrator

This is a fantastic opportunity for a skilled Administrator to take their career to the next level and work with a reputable company like Lime People Search & Select Ltd.


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