Job Description

BUSINESS SUPPORT TEAM ADMINISTRATOR

We are recruiting for a Business Support Team Administrator for a very successful and established practice based in London. The role is a back office role, providing general administrative support to the New and Replacement Business Teams.

Previous experience in Administration, with computer literacy, and a high level of attention to detail is essential. As you will be working in a financial services environment, a comfort and good understanding of numeracy is also essential.

OVERALL PURPOSE OF JOB/ PRINCIPAL DUTIES

• Submit business ensuring that business submissions achieve full Financial Conduct Authority regulatory and SJP and Company systems compliance ?
• Ensure that all Company business submission documentation is appropriately filed and/ or archived ?
• Ensure that client files are accurately maintained and updated in line with data protection requirements ?
• Expedite client financial plan details from third party providers to receipt by Company ?
• Assist with chasing other outstanding documentation, internally or from third parties ?
• Liaison with third party paraplanner providers ?
• Preparation of pre-client meeting sign-up packs ?
• Provide the Company practice leadership with administrative input and support, as required. ?

SKILLS / KNOWLEDGE REQUIREMENTS:

• Previous experience in a Business Administration role
• Excellent organisation/ administration skills ?
• Excellent communication skills - written and oral ?
• Excellent IT (all MS Office programmes) and data entry skills ?
• Ability to work effectively; independently and in teams ?
• Ability to meet deadlines while handling multiple concurrent projects ?

PERSONAL REQUIREMENTS:

• Strong drive to achieve results ?
• Outgoing and positive ?personality ?
• Scrupulous attention to detail ?and accuracy ?
• Excellent interpersonal skills. ?

Role Additional Details:

• Full-time permanent role
• Based full-time in-office (office located in the City of London)
• Salary £22,000 depending on experience
• 20 days holiday
• Fixed Hours: either 8:30am-5pm or 9am-5:30pm with one hour for lunch
• 3 month probationary period

To progress within an Administrative support role, please apply.

Required Knowledge, Skills, and Abilities

Customer driven, Encourages a strong team spirit, Embraces change, Demonstrates entrepreneurial thinking, Takes ownership, Adopts a learning mind-set, Builds trusting relationships