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Senior Administrator

Job Posted: 14 days ago

Salary: £ 30,000 - 32,000 / Annum
Job Type: Permanent
Location: Wimborne Minster, Dorset

Expire in: 14 days

Job Description

We are looking for an experienced Administrator/PA to assist an established financial adviser with a variety of administrative duties. Experience in financial services an advantage but not essential as training can be given. Key responsibilities include:

  * Developing a business relationship with existing clients as their initial point of contact, dealing with any telephone, postal or email communications.

  * Managing client records and correspondence, including preparing client packs and authority letters.

  * Liaison with the adviser’s paraplanner and assisting with the preparation and distribution of annual review reports.

  * Submitting new and existing business/expectations as and when required.

  * Monitoring the existence of and requesting, as appropriate, documentation from clients to ensure initial and ongoing compliance requirements are met.

  * Paper and electronic filing of records/documents using Intelligent Office filing system.

Skills and Attributes

  * Experience of working with financial platforms and Intelligent Office (IO) an advantage but not essential.

  * Professional, personable and highly motivated with strong organisational skills and an eye for detail.

  * Able to work on own initiative with the ability to prioritise.

  * Excellent verbal communication skills, literacy and numeracy skills.

  * High standard of IT skills, including Excel and Microsoft Office.

  * Ability to act with tact and discretion, maintaining confidentiality at all times.

Job Type: FULL-TIME

40 hours per week
Monday to Friday – office based
Start and Finish times to be confirmed

Benefits:

· Company Pension
· Private Healthcare
· 25 days holiday

Before You Apply

Do not include the following in your job application, CV, or cover letter:

Bank details.
National Insurance number.
Date of birth.

You should not be asked for payment or irrelevant information. If you have concerns about a job advert or employer, seek guidance on how to proceed.

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