North Oak Recruitment
Senior Administrator
Job Location
Halam, United Kingdom
Job Description
Senior Administrator
Nottingham (Hybrid) – ref AL1308
Salary £22,000 - £29,000 dep on exp + benefits
My client is an award-winning Wealth Management organisation and they have an exciting new opportunity to assist the CEO in improving case turnaround times and workflow efficiency to provide an enhanced client experience. This role will work closely with the CEO, Advisers and Paraplanners to ensure clients’ needs are met.
Main responsibilities
* Preparation of meeting packs for CEO to complete reviews and presentation meetings when signing up new business including any necessary printing. Pre-population of relevant forms where relevant and sticky notes for client completion.
* Preparation of Post Meeting Letters summarising the points arising in CEO review meetings.
* Completion of fund switches and creating relevant paperwork.
* Completion of FE Analytics performance charts for use in presentation meeting packs but also on an ad-hoc basis, when required, to support the CEO.
* Completion of protection comparison reports, quotations, and processing applications, if required by CEO.
* Collation of LOA information, either via file note or in writing, ensuring all relevant information received.
* Booking of Drawdown Reviews ensuring State Pension Forecast received prior to meeting.
* Completion of trust forms in line with guidance and support resources.
* Take lead on new admin-related projections that become relevant.
* Input of data on relevant cashflow modelling systems to assist CEO with case construction.
* Undertake all tasks relating to the PA role when required to provide holiday/sickness cover, etc.
* Onboarding calls to new clients to discuss the services on offer.
Skills and Experience required
* Ability to work under pressure of tight deadlines to ensure company SLAs are met
* Strong interpersonal and team skills
* Proven track record in a financial services administrator role
* A keen eye for attention to ensure case/ business errors are mitigated
* The ability to self-develop and show initiative by researching solutions independently
* Ability to change and adapt swiftly as business needs alter
* Skilled in usage of IT systems such as Word, Excel and Powerpoint
* Professional telephone manner and strong communication skills (both written and verbal)
If this role is of interest, please apply with an up to date CV. We aim to respond to all applications within 10 days. By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us. Full Privacy Notice can be found on our website
Location: Halam, GB
Posted Date: 11/23/2024
Nottingham (Hybrid) – ref AL1308
Salary £22,000 - £29,000 dep on exp + benefits
My client is an award-winning Wealth Management organisation and they have an exciting new opportunity to assist the CEO in improving case turnaround times and workflow efficiency to provide an enhanced client experience. This role will work closely with the CEO, Advisers and Paraplanners to ensure clients’ needs are met.
Main responsibilities
* Preparation of meeting packs for CEO to complete reviews and presentation meetings when signing up new business including any necessary printing. Pre-population of relevant forms where relevant and sticky notes for client completion.
* Preparation of Post Meeting Letters summarising the points arising in CEO review meetings.
* Completion of fund switches and creating relevant paperwork.
* Completion of FE Analytics performance charts for use in presentation meeting packs but also on an ad-hoc basis, when required, to support the CEO.
* Completion of protection comparison reports, quotations, and processing applications, if required by CEO.
* Collation of LOA information, either via file note or in writing, ensuring all relevant information received.
* Booking of Drawdown Reviews ensuring State Pension Forecast received prior to meeting.
* Completion of trust forms in line with guidance and support resources.
* Take lead on new admin-related projections that become relevant.
* Input of data on relevant cashflow modelling systems to assist CEO with case construction.
* Undertake all tasks relating to the PA role when required to provide holiday/sickness cover, etc.
* Onboarding calls to new clients to discuss the services on offer.
Skills and Experience required
* Ability to work under pressure of tight deadlines to ensure company SLAs are met
* Strong interpersonal and team skills
* Proven track record in a financial services administrator role
* A keen eye for attention to ensure case/ business errors are mitigated
* The ability to self-develop and show initiative by researching solutions independently
* Ability to change and adapt swiftly as business needs alter
* Skilled in usage of IT systems such as Word, Excel and Powerpoint
* Professional telephone manner and strong communication skills (both written and verbal)
If this role is of interest, please apply with an up to date CV. We aim to respond to all applications within 10 days. By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us. Full Privacy Notice can be found on our website
Location: Halam, GB
Posted Date: 11/23/2024
Contact Information
| Contact | Human Resources North Oak Recruitment |
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