Senior Administrator

2 Days Old

We are looking for an experienced Administrator/PA to assist an established financial adviser with a variety of administrative duties. Experience in financial services an advantage but not essential as training can be given. Key responsibilities include:

* Developing a business relationship with existing clients as their initial point of contact, dealing with any telephone, postal or email communications.

* Managing client records and correspondence, including preparing client packs and authority letters.

* Liaison with the adviser’s paraplanner and assisting with the preparation and distribution of annual review reports.

* Submitting new and existing business/expectations as and when required.

* Monitoring the existence of and requesting, as appropriate, documentation from clients to ensure initial and ongoing compliance requirements are met.

* Paper and electronic filing of records/documents using Intelligent Office filing system.

Skills and Attributes

* Experience of working with financial platforms and Intelligent Office (IO) an advantage but not essential.

* Professional, personable and highly motivated with strong organisational skills and an eye for detail.

* Able to work on own initiative with the ability to prioritise.

* Excellent verbal communication skills, literacy and numeracy skills.

* High standard of IT skills, including Excel and Microsoft Office.

* Ability to act with tact and discretion, maintaining confidentiality at all times.

Job Type: FULL-TIME

40 hours per week
Monday to Friday – office based
Start and Finish times to be confirmed

Benefits:

· Company Pension
· Private Healthcare
· 25 days holiday
Apply
Location:
Wimborne Minster
Salary:
£30,000 - £32,000 /annum
Job Type:
FullTime
Category:
Accounting/Financial/Insurance

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