Administrator

About Us:

Invest Your Future, Join Our Team

We are an award winning, FT Top 100 Advice Firm who deliver outstanding customer care within the areas of pension advice, retirement planning and investment services. Our growth is based on our straightforward approach to financial advice and our focus on the service we provide to each individual we work with. We are continuously expanding and are looking to recruit and retain the best talent. If you are ambitious and proactive, our organisation will provide you with environment to thrive in. We offer competitive salaries, personalised training programmes, study support and endless development opportunities to our people.

The Role & Responsibilities:

Our Administration Team are at the heart of the service we provide to our clients. The team is involved in every area of the business and really drive our internal processes. If you are looking for a technical role where you can hone your skills within Financial Services, this role is perfect. The key responsibilities will look like:

 Processing Letters of Authority and input accurate data in our CRM system.

 Communicating with pension providers daily and requesting scheme information.

 Preparing sign up packs and issuing confidential documents to new and existing clients on schedule to submit new business.

 Interpreting, gathering and analysis of key data.

 Analysis of data to ensure all information is correct.

 Submitting business to platforms and providers for our existing clients.

 Ensuring submitted business is progressed through to completion.

 Carefully and accurately completing and recording forms for our existing clients.

 Communicating effectively with clients and 3rd parties.

What We’re Looking For:

 A person who has good administrative experience and has worked in admin-focused roles.

 An ambitious, detail focussed and proactive individual.

 A good working knowledge of Microsoft Office applications.

 Previous experience using a CRM system.

 Experience of working in a client relationship focused, targeted fast paced environment.

 Excellent attention to detail and able to work quickly and accurately.

 Excellent organisational and communication skills.