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We are looking for Administrators that want to play a crucial part in improving people’s lives. We work at pace but as One Team. The key function of the role is to deliver an efficient and effective support service to our Advisers, while providing an excellent service to our clients.
Job Responsibility:
Deliver an efficient and effective support service to our Advisers
Provide an excellent service to our clients
Assist the Advisers in the processing of new business
Adhere at all times to the strict FCA regulations and internal policy and procedure
Ensure that all fees related to business processing are produced and followed up as required
Carry out compliance documents checks in accordance with FCA guidelines and internal business standards
Take ownership of all business processing through to completion, closely monitoring the progress of each case and ensuring that the Advisers and the Clients are updated as and when appropriate throughout the process
Develop and maintain good working relationships with all Client Support Administrators, Paraplanners, Advisers and the Central Services Management Team
Liaise with external providers to ensure the timely completion of transfers that affect client portfolios
Requirements:
Qualified to A-Level standard or equivalent essential
Good communication skills, both verbal and written, with the ability to instil confidence
Excellent prioritisation and organisational skills
Excellent attention to detail
What we offer:
Opportunity to earn an annual bonus
25 days holiday, plus bank holidays
A day off for your birthday
Life assurance – 4 x salary
Comprehensive induction and training programme
Funded exams and paid study leave
A wide range of voluntary flexible benefits to suit your individual needs
The option to buy additional holiday days
Cycle to work Scheme
Two paid volunteering days each year, to support your local community
Employee Assistance Programme with access to a 24/7 helpline
Access to our free mortgage service, through our internal mortgage team
Our Employee Forum and Diversity & Inclusion group
Local and companywide events in support of our company charities