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Administrator

2 weeks ago

Market Harborough, United Kingdom Sovereign Wealth Full time

This position presents an excellent opportunity for anyone, including graduates, aspiring to build a career in the Wealth Management industry. The role offers growth prospects within a supportive and collaborative environment.

**Key Responsibilities**:

- Provide a first-class experience to our diverse client base, primarily consisting of Business Owners and Directors.
- Write basic suitability reports to document the advice we give our clients
- Complete cash flow reports using Voyant
- Assist in preparing annual review packs for advisors and documenting the meetings with review letters
- Prepare client meeting packs and sign-up forms.
- Submit new business, ensuring efficient recording and tracking in compliance with Practice and regulatory standards.
- Collaborate with the paraplanning team to address any technical queries.
- Manage and prepare content for our social media channels

**Required Skills**:

- Previous administration experience, preferably within a Financial Services firm.
- Strong attention to detail and proofreading skills.
- Personable, excellent communicator, and passionate about delivering exceptional work.
- Outstanding organisational and time management skills, with the ability to work independently.
- Proactive problem-solving and ability to anticipate next steps.
- Thrive in a fast-paced environment.

**What We Offer**:

- Support for professional qualifications.
- 22 days holiday plus bank holidays (increases with service).
- Flexible start/finish times.
- Competitive remuneration package.
- Collaborative and friendly work environment.
- Pension and incentive schemes.

**Job Types**: Full-time, Permanent

Pay: Up to £28,000.00 per year

**Benefits**:

- Flexitime
- On-site gym
- On-site parking

Schedule:

- Monday to Friday

Work Location: In person