Graduate Advisor Support Administrator - minimum 12 month contract
Kirton in Lindsey – Hybrid working available
Up to £25,000 Depending on experience
Overview:
Our friendly, successful, and professional financial services client is looking to recruit an Administrator to join their team to cover a period of maternity. The role will be to support the Adviser Team with preparing them for client meetings and assisting with their responsibilities to existing clients / prospective clients.
Key Duties:
* Maintain effective diary system to ensure clients are offered review meetings at the appropriate time.
* Contact clients and book review meetings.
* Confirmation letters/emails to be sent to clients.
* Prepare meeting packs for Advisers including valuations and all other relevant documents required.
* Monitor / chase for the return of meeting notes uploaded to One Note by Adviser and ensure that client meeting notes are recorded on the system.
* Construct appropriate post meeting letter for issue to clients from Adviser notes
* Meet & Greet Advisers clients’ when meetings are held onsite. Ensure welcome screen is displayed in reception and guests sign into the Visitors Book.
* Send off any Letters of Authority brought back from client meetings and record in working spreadsheet ensuring information is chased as required. Keep Adviser updated of progress throughout.
* Make Adviser aware of documentation received in relation to their clients and provide general support as required.
* Act as a point of contact for clients and deal with routine issues/queries.
Skills & Experience:
* Professional and warm telephone manner.
* Ability to relate to the pressures on the Adviser Team and ensure an effective and efficient two-way relationship.
* Collaborative, team player.
* Strong communication skills are required both written and verbal
* Excellent planning and organisation skills, and being able to adapt to change
* Product and market knowledge within financial services would be desirable
Other Information:
* The hours are Monday – Friday 9am – 5pm– 35 hours a week
* Holidays – 25 Days Holiday, plus Bank Holidays and if your birthday falls on a working day you are given the day off.
* Onsite parking
* Other benefits include: Company Pension, Private health scheme after 1 year service, Death in Service benefit
* Exams paid if you wish to pursue further qualifications
* Company funded events
* Hybrid working is available
Please note that due to a high volume of applications across all our adverts we are only able to respond to those who have been short-listed. If you haven't had a response within 48 hrs please assume you have been unsuccessful