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| Job Location | Nottingham |
| Education | Not Mentioned |
| Salary | £20,000 - £24,000 per annum |
| Industry | Not Mentioned |
| Functional Area | Not Mentioned |
| Job Type | Permanent , full-time |
Salary up to £24,000 Hybrid working is availableIndustry related exams will be fundedNJR is currently working with a well-established Wealth Management practice who provide a professional and bespoke Wealth Management service to their Private Clients, Business Owners, Trustees and Sports professionals. They are now looking to recruit anadditional Administrator to join the team and provide support to their highly successful practice.Working from their prestigious office based in Nottingham your responsibilities will include:" Maintain effective diary system to ensure clients are offered review meetings at the appropriate time." Contact clients and book review meetings using diary colour coding system. Confirmation letters/emails to be sent to clients." Prepare meeting packs for Advisers including valuations and all other relevant documents required on the One Note system." Monitor / chase for the return of meeting notes uploaded to One Note by Adviser." Ensure that client meeting notes are recorded on the system, including e-briefings, Curo/CRMs, CRRs, Client ID, service questionnaires, review dates updated, scan notes to system." Construct appropriate post meeting letter for issue to clients from Adviser notes" Meet & Greet Advisers clients when meetings are held onsite." Update CFRs onto online system if Adviser does not undertake this duty." Send off any Letters of Authority bought back from client meetings. Keeping Adviser/Client updated of progress throughout." Process change of address requests, updating systems and notifying the administration centres." Update systems and administration departments of any Death notifications following the Death Process." Make adviser aware of documentation received in relation to their clients and provide general support as required." Act as a point of contact for clients and deal with routine issues/queries." Ensure stationery stocks are maintained" Completion of "Confirmation Withdrawal and Re balance Letter" and "Confirmation Fund Switch Letters"" Submission of Business through the Business system ensuring that business is processed with the correct splits at outset, and update of New Business Register as appropriate." Preparation of "Sign Up" meeting packs for AdvisersCandidates applying for the role should be a confident, switched-on individual who has the drive to exceed expectations and deliver a high level of customer service. As a business, our client are extremely dynamic and provides an environment for career motivatedpeople to thrive and will offer support should you wish to pursue professional qualifications.For further information please contact one of our specialist consultants quoting REF: NJR 13939