Our client, a well-established and successful financial advisory firm, are looking for a senior administrator to join the team; The firm are eager to find an individual who possesses a deep knowledge of all areas of financial advice as-well as an individual who has an excellent work ethic and strong client morals.
The Role
You will be required to provide a proficient and proactive administration support service for the firm's advisers.
You will assist in the procurement and processing of new business, the servicing of existing clients, and the provision of an excellent service to all clients.
This role is instrumental in protecting our clients' money under the CASS 5 rules whilst providing an efficient and compliant service to our stakeholders.
This role profile is applicable to business areas such as Cash allocation, Bank reconciliation, Insurer & Bordereaux Reconciliation, Client, Insurer & Introducer Payments, Client & Insurer Money Calculations and Credit Control.
The purpose of this role is to process and control accounting transactions relating to our clients' insurance policies.
To provide administration support to the Wealth Client Executive(s) and Financial Planner(s) in the delivery of service to our clients, including but not limited to:.
General
They seek to add an Administrative Support to their growing team on a Hybrid working arrangement with 2 days of work from home and a salary up to £27k per annum.
Reed Financial Services are pleased to be representing a firm with services ranging across Wealth Management, Estate Planning, Divorce and Retirement Planning, among others.
My client is looking to recruit a Senior Administrator to work with the Head of Projects to deliver excellent organisational and customer service across the Central contract.
This role will see you managing and co-ordinating the timely delivery of the (Projects) programmes for the Built Estate Central contract, managing the diary of the Head of Billable Works, and managing staff absence and payroll reporting.
East Midlands (Homeworking and Site visits to a variety of locations)Working Hours:?37.5 hours per week, Monday to Friday (Flexible Working)Salary:?Starting at £26,000 - £31,000, dependent on experience
I am recruiting for an experienced Administrator which is a hybrid role working a minimum of 2 days in the office the rest you will work from home as the Administrator you will be part of a small existing team to work in NG2 with career development, as the Administrator you will work Monday - Friday 9am - 5pm with an hour for lunch and this client when you are in the office have a canteen to allow you to step away from work and relax during your break.
As the Administrator your role is to provide, proactive, high level support to the legal departments, taking ownership for managing allocated client accounts and service levels and ensuring that client expectations are exceeded.
As the Administrator some of your duties include
Management and submission of regular MI reports, including the coordination of responses across multiple departments.