Job Description

An excellent opportunity has arisen for an Administrator. You will be part of a fast paced team working with our top performing Financial Advisors. The role will involve all aspects of business support including pre-sale preparation of advice, illustrations, and applications and keeping clients up to date with progress. You will also be in regular communication with third parties. You will be employed by the Practice.
The role – Administrator

• You will provide a full administrative service as part of this team, supporting the Financial Advisors
• You will be administering new business cases from application through to completion using electronic and online systems; creating documents, updating databases, and collation of data.
• You will carry out telephone and reception duties as required and help maintain the diary and bring forward systems for one or more account managers.
• You will provide information, guidance and updates to clients and colleagues

Required Knowledge, Skills, and Abilities

You will have been working as an Administrator with an IFA, Wealth Manager or SJP Practice. You have a genuine interest in financial services which you are looking to develop as your career. You are a strong communicator with good attention to detail and have strong numerical and written skills. You are organized and able to work using your initiative within a busy team. It is essential that as an Administrator you are confident in dealing with third parties and can work with total discretion. A relevant qualification would be useful but is not essential.