Salary: £26,000pa - £28,000pa (D.O.E)
Location: Newcastle-under-Lyme (ST5)
Hours of Work: Monday – Friday, 9:00am – 5:00pm
Duties:
- Working within a wealth management and financial services organisation
- To support the Paraplanning Team with all administration processes
- Oversee the sales database, ensuring reports move through each stage of the process efficiently
- Liaising between Paraplanning, Advisory Support Team, and the Advisor Teams to ensure SLAs and time scales are adhered to
- Printing and collating reports documentation and client meeting packs
- To oversee the sales database used by the Paraplanning and Advisory Teams to track reports being processed through to completion
- Print, check, and assemble client meeting packs ready for presenting to the clients
- Liaise between teams to ensure that all SLAs and timelines are met
- Communicate between teams to ensure that the administration processes for the different departments are accurate and streamlined
Candidate:
- Previous experience in a similar administration role is essential
- Experience working within the Financial Services industry is highly desirable
- High attention to detail and high levels of accuracy
- Ability to manage own workload and work within a small team
- Willingness to undertake self-development
- Knowledge of business processes, standards, policies, and procedures
- Exceptional communication skills at all levels
- Excellent organisational skills
- Knowledge of Microsoft Word, Excel, Outlook, and ideally Adviser Office, Volume, and Pulse CRM systems
- Ability to work under pressure at times
- Ideally have prior knowledge of the 5 Individual Conduct Rules that apply to all persons working in financial services
