Job Description

They are looking for an individual to join their team to provide administrative support in all aspects of the day-to-day running of the business and ensure smooth delivery of excellent client service and client communication.

Responsibilities:

• Undertake valuations for advisers, checking for accuracy
• Calculate any balancing fees and pass them to accounts for invoicing
• Ensure valuations and invoices (if applicable) are sent to the client with covering letter
• Ensure advisers have a copy of the information sent
• Prepare files for client meetings including Proposition documents, anti-money laundering documents and agency transfer documents
• Deal with queries on existing business on behalf of advisers or clients wherever possible
• Process any ad-hoc instructions
• Deal with the daily posts for advisers, updating database before passing for scanning
• Processing new business, liaising closely between the advisers and providers and ensuring that Suitability Letters are issued.

Working hours:

• Monday to Friday 9:00 am – 5:30 pm

Required Knowledge, Skills, and Abilities

• Willing and able to follow processes in detail to ensure consistency
• Seeks to deliver exemplary levels of customer service and empathy
• Able to work under pressure on occasions to achieve deadlines
• Ability to achieve agreed outcomes without supervision
• Attention to detail
• Works as a member of a team
• Works in an organized, systematic manner
• Excellent communication skills overall media
• Priorities tasks to meet deadlines, is flexible and adaptable
• Computer literate