Senior Administrator

Job Role

We are seeking a detail-oriented and proactive Senior Adminstrator to join our financial services team in our Cardiff regional hub. The successful candidate will support financial advisers provide a high quality service to our clients. You need to be both a people person and a first-class administrator to excel in this role, as you’ll have daily contact with our clients, advisers, colleagues and providers. This role offers an excellent opportunity for individuals with a strong organisational background and a passion for financial planning to develop their career within a professional environment. The is suitable for candidates eager to develop their experience in the financial services industry.

Responsibilities

• Maintain regular contact with clients providing assistance where required


• Liaise with various providers, gathering and correlating plan / policy information and ensuring a smooth and timely business process


• Processing Letters of Authority


• Create and maintain client files and enter details onto back office database


• Submitting Business on internal and external systems


• Prepare paperwork for pre-sale and post-sale


• Meeting preparation – Preparing all pre-meeting requirements such as portfolio valuations and performance, fact find documentation, money laundering requirements, risk questionnaires, etc.


• Post-meeting administration – Preparing, writing and producing client reports.


• Implementing adviser specific actions that result from advice given to the client


• New business processing and submitting onto external and internal systems


• Develop a broad knowledge of financial products including both individual and employer pension knowledge, investments and protection products


• General Administration and client servicing support as needed

Skills and Qualifications

• Must have excellent interpersonal and organisational skills with the ability to work in a fun but professional environment. 


• You must be happy to work on your own and as part of a team


• Able to work within defined business processes.


• Prioritise and plan own workload.


• Have attention to detail and accuracy.


• Be able to communicate effectively with colleagues and clients.


• Excellent interpersonal skills, both written and verbal.


• Ability to focus and prioritise effectively.


• Ability to build strong working relationships internally & externally


• Good IT skills including Office 365


• Good telephone manner.

Previous experience of working within a similar role within a financial services business is highly desirable.  

Benefits