Administrator/ Business Development Executive
Administrator/ Business Development Executive
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Advising Principal, Frontier Wealth ► Helping Individuals, Families & Business Owners with their Financial Planning | Cash Flow Planning | AI |…
This is a part time role to be based in our shopfront office on Whetstone High Road (N20). The successful candidate will be based in the office between 09:30 & 15:00, Mon-Fri.
Key duties and responsibilities:
· Appointment making for client review meetings
· Preparing documents for client review meetings, client meeting debriefs and actions
· Management and execution of client reviews, service level standards
· Daily updates on tasks in hand & general office administration
· Effective diary and email management
· Emails and related correspondence from meetings
· Building client relationships and managing client expectations in line with service standards
· Dealing with all incoming client enquiries including walk-ins and responding in line with Practice Service Level Standards
· Processing applications and submitting all business
· Preparation of all standard advice documentation
· Full management of pipeline and issuing business
· All administration support to Advice Team, as appropriate.
· Management of pre and post meeting actions (non-technical).
· Keeping all matrix, new business, transfers and switch/surrender spreadsheets up to date.
· Keeping Workflow up to date, including client review dates and client contact for compliance purposes
· Assist Advice Team with client events whether in-office or external including assisting with their organisation and follow up with clients/ prospects
· Software: Use of Salesforce, iBusiness and Microsoft Office 365 (Especially, OneDrive, Outlook, Word, Excel & PowerPoint)
· Taking enquiries via telephone, office walk-ins, meeting/ greeting clients coming into the office for meetings, making tea/ coffee etc.
· Business Development
· Marketing in line with advice team requirements. Event planning etc.
Person specification:
Knowledge and experience:
· Previous experience in an office support role, ideally in financial services or related sector;
· Knowledge of relevant regulation and legislation (desirable);
· Experience of client management systems such as Salesforce, iBusiness & Microsoft Office 365
Skills and behaviours:
· Excellent face-to-face and telephone client interaction skills and ability to build rapport swiftly;
· Excellent written communication skills;
· Broad experience of Microsoft Office (Outlook, Word, PowerPoint, Excel);
· Strong attention to detail;
· Manages time effectively with the ability to multi-task;
· Keeps calm when faced with conflicting demands and handles these effectively;
· Demonstrates a positive attitude at all times;
· Works well on own tasks as well as on shared goals as part of a team;
· Open to change with a creative approach to problem solving.
o Quality Focus: Takes personal responsibility for the quality and timeliness of work and achieves results with minimal supervision. Stays focused on tasks despite distractions and interruptions.
o Teamwork: Promotes cooperation and commitment within a team to achieve goals and deliverables.
o Embracing Change: Responds positively to change, embracing and using new practices or values to accomplish goals and solve problems.
o Developing Self and Others: Demonstrates an ongoing commitment to learning and self-improvement.
o Communicating Effectively: Understands and learns from what others say and conveys ideas and facts using language the audience will best understand.
o Planning and Organising: Manages own time, priorities, and resources to achieve goals.
o Client Care: Builds and maintains a first-class experience for the client through the products and services offered by the business.
Seniority level
* Seniority level
Entry level
Employment type
* Employment type
Part-time
Job function
* Job function
Business Development and Sales
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