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.