Job Information

A busy successful firm of advisers are looking to recruit an industry experienced Senior Administrator to join a fast paced, friendly and supportive team.

Financial Services qualifications or part qualifications would be an advantage.

Typical Tasks:
Maintenance of client and portfolio records;
To assist in the preparation of client files for annual or half yearly reviews;
Assist in the production of financial product and investment product recommendation reports;
Preparing necessary paperwork and application forms for client meetings;
Communicate with product providers on case progress, compliance issues and record keeping. Deal with provider errors and mistakes and rectify these;
Diary Management
Making and confirming client appointments on adviser`s behalf.
Providing list of appointment details to receptionist for her to send weekly client appointment confirmation text messages.
Booking meeting rooms and liaising with other administrators in respect of room bookings as necessary.

A full job description and benefits package will be discussed on application