Administrator
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| Job Type | Permanent |
| Location | Loughborough |
| Area | Loughborough, Leicestershire |
| Sector | AdministrationFinance |
| Salary | Up to £27,000 per annum |
| Start Date | ASAP |
| Telephone | 01509 211211 |
| Job Ref | 11054 |
| Job Views | 212 |
- Description
- TITLE: Administrator
JOB REF: 11054
EMPLOYMENT TYPE: Permanent
LOCATION: Loughborough
SALARY: Up to £27,000 per annum
HOURS: 37.5 hours per week Monday to Friday
BENEFITS: Hybrid working, life insurance, holiday allowance increases with length of service and generous employer pension contributions.
JR Personnel are an employment agency acting on behalf of a well-established client who is looking for an experienced Administrator. The Administrator will support their Financial Planner and Paraplanner gathering information and transforming recommendations and manging the ongoing relationship with the client.
The Opportunity: Administrator
This is a new position for our client following expansion and is an excellent opportunity for somebody who has Administration experience, ideally with 1-2 years IFA/Wealth Managment industry knowledge. As Administrator you will be part of a team that is allocated to each client at the start of the relationship ensuring that high standards of client care are met daily.
Role profile of the Administrator
- Gather and input data to prepare for client meetings.
- Process and maintain accurate and comprehensive client records.
- Get to know your clients’ needs, building and managing the relationship.
- Deliver clear, and concise communication with clients, colleagues, and external contacts.
- Ensure consistent delivery of the companies’ processes, identifying improvements and reporting gaps or inefficiencies.
- Prepare for, contribute, and host regular team meetings.
- Attend internal and external training courses and company events.
- Carry out duties as required to assist the smooth running of the company.
Person profile; as Administrator you will have/be:- Prior experience of working in a client-focussed role.
- Experience working in a busy, fast paced environment.
- An excellent communicator both written and verbal.
- Hold high standards of customer care.
- Excellent attention to detail.
- Self-management and organisational skills.
- Ability to follow current practices and processes.
- Be open to potential further study & development, possibly towards Financial Planning qualifications.
Due to the number of responses generated we are unable to get back to every applicant. If you have not heard from us within seven days you will not have been successful on this occasion.