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Investments & Pensions Senior Administrator

2 weeks ago

Milton Keynes, United Kingdom James Newbury Full time

Looking for a fool-proof amazing career path? Have a read....we are looking for AN EXPERIENCED WEALTH & PENSIONS MANAGEMENT SENIOR ADMINISTRATOR

If you are looking to work for a company that invests in its teams development, as well as to be recognised as one of the best in the UK at what they do, and if you are a solid, experienced senior administrator ideally in the world of welath management, investments, mortgage or related sector, then this may be worth a read

This is NOT accounting or payroll pensions.

Salary: circa £35,000 - £42,000 depending on experience and qualifications

Benefits: pension
28 days holiday (inc bank holidays) PLUS additional holidays to cover Christmas and New Year closure
parking
Continuous development sponsored and a bonus at exams passed (great career of Financial services potentially)
employee recognition awards
Friday breakfast club
Fab Festive team events
and lots more

Hours: worked Monday to Friday 8.00- 5.00pm (early finish on a Friday to start the weekend)

Overview
The Adviser support team members have responsibility for the ongoing relationship for a portfolio of clients and supporting the financial adviser in looking after these client’s needs, providing excellent, ongoing non-advised service and help the team and brand maintain a very high client satisfaction and maintaining the status of being one of the top Financial Services companies in Buckinghamshire and listed in the Financial Times.

Key Duties & Responsibilities

* Take responsibility for a portfolio of clients, performing tasks such as:

* Creating Annual Review Reports accurately and in a timely manner

* Creating Valuations

* Performing fund switches on client portfolios with absolute accuracy and attention to detail

* Maintaining regular contact with clients via phone calls, email and letters to ensure great client support and service, building trusted, valued relationships

* Sitting on the Financial Adviser client meetings with clients, taking detailed notes as well as actioning any agreed outcomes, updating client fact-find and client notes.

* Dealing with client queries (via liaison with the financial adviser) in the expected time frame

* Build a strong relationship with clients

* Attend weekly networking events to raise the profile of the business. If they are breakfast or supper events, time off in lieu will be given

* Assist with general office duties required within a small specialist company - this includes things from making the tea, to emptying the bins, to loading the dishwasher - it's a teamwork thing

Attributes & Skills Required

* You need to be someone who is experienced at working within defined business process and take on responsibility, using common sense and initiative

* Ability to achieve agreed outcomes independently

* Ability to plan your daily/weekly workload, prioritising effectively and efficiently ensuring deadlines are met

* Detailed and accurate is absolutely essential

* Organised, methodical and process driven as would be required in the world of financial services and investments

* Excellent and maintaining confidentiality and professionalism at all times

* Proactive and forward thinking - not just reacting to required work.

* Work effectively with the team, supporting and assisting when and where required

* Ability to learn and develop as you will be required to take the required exams and if you wish, to continue developing your career into the world of Financial services - your future career invested in and paid for by the company and a bonus for passing the exam

* Well spoken with excellent English communication skills both spoken and written as you will be dealing with all types of people

* Good grammar, spelling and punctuation is a must to create legal documents

* A professional outlook in the way you work and present yourself to your peers and clients

* Good IT skills

* Good keyboard skills

* Good notetaking ability to take notes in meetings

* A solid, stable career history

* Driver to attend networking events and possibly visit other offices in the portfolio

* Minimum of 5 GCSEs passes inc Maths and English (level 6+/ C)

* Full rights to work/reside in the UK

* the ability to pass a Financial Services check

Ideally, you will have previous financial sector experience such as banking, pensions, mortgage industries.

This is truly a great opportunity for the right person with an almost fool-proof career path afforded to you if you have the right motivation, people skills and attributes.

If this is you, then please send your CV to us now