Administrator

1 day ago

Loughborough, United Kingdom HB Commercial Full time

Role: Administrator
Location: Loughborough

**Salary**: Up to £25,000 DOE + excellent benefits package
Company benefits: Flexible working, life Insurance, enhanced pension contributions, generous holiday allowance.
Hours: Monday to Friday 8.30am - 5.00pm
My client is seeking an Administrator with a drive and passion for wealth management to join their growing team to deliver exceptional levels of customer service.
As an Administrator you will be responsible for:

- Working with clients from the point of initial enquiry through to financial plan implementation and onwards.
- Gather and input data to prepare for client meetings.
- Process and maintain accurate and comprehensive client records.
- Get to know your clients' needs, building and managing the relationship.
- Deliver clear, and concise communication with clients, colleagues, and external contacts.
- Prepare for, contribute, and host regular team meetings and daily huddles.
- Attend internal and external training courses and company events.
- High levels of accuracy and attention to detail.
- Self-management and organisational skills.
- Ability to follow current practices and processes.
- A logical mind and a lateral thinker.
- Able to communicate ideas in a straightforward way
- Able to collaborate and share ideas and solutions
- Two years previous Financial planning administration experience (desirable).
- Awareness of Financial Services legislation (desirable).
- Awareness and understanding of compliance processes and procedures (desirable).

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