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Senior Administrator

Job Posted: 3 hours ago

Salary: £ 38,000 - 43,000 / Annum
Job Type: Permanent
Location: Guildford, Surrey

Expire in: a month

Job Description

Our client is seeking an experienced and organised Senior Administrator to join their dynamic financial services team. This is an exciting opportunity for someone who thrives in a fast-paced environment and enjoys providing excellent client support while working with a variety of financial products.
Company Benefits:
  * Competitive salary reflecting experience and ability.
  * Pension scheme and medical insurance.
  * Support for personal development, including exam guidance, study leave and costs covered.
  * Internal training to understand systems, products and processes.
  * Time off for CPD and relevant professional events.
Key Responsibilities:
  * Provide administrative support throughout the sales and client review process.
  * Prepare and manage regular client investment reviews.
  * Communicate effectively with clients via phone, email and letters.
  * Demonstrate initiative and sound judgment when handling administrative tasks.
  * Maintain well-organised client files and accurate records.
  * Understand and follow compliance procedures, including anti-money laundering, data protection and treating customers fairly.
  * Process new business applications and ensure documentation accuracy.
  * Manage incoming and outgoing post efficiently.
  * Support paraplanners in preparing suitability reports, including factfinds, risk assessments and illustrations.
  * Work with investment platforms and interpret fund valuations in client portfolios.
  * Attend internal and external training as required and stay up-to-date with relevant regulations.
  * Undertake other duties as reasonably requested.
Experience and Skills Requirements:
  * Familiarity with back-office investment systems and platforms.
  * Experience with fund switch reports and investment review processes.
  * Minimum CF1 (or equivalent) qualification.
  * At least 5 years’ experience dealing directly with clients in financial services.
  * Good knowledge of pensions, investments, life assurance and mortgages.
If you have not been contacted within 5 working days, then unfortunately on this occasion your CV has not been shortlisted

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