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Advisor Support Administrator

Kinetic Office Recruitment
Job LocationNottingham
EducationNot Mentioned
Salary£22,000 - £24,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent , full-time

Job Description

Advisor Support Administrator - Financial Services Nottingham - Hybrid working available Up to £24,000 Overview - Advisor Support Administrator - Financial Services Due to continued growth, our friendly, successful, and professional financial services client is looking to recruit an Administrator to join their team. The role will be to support the Adviser Team with preparing them for client meetings and assisting withtheir responsibilities to existing clients / prospective clients.Key Duties - Advisor Support Administrator - Financial Services

  • Maintain effective diary system to ensure clients are offered review meetings at the appropriate time.
  • Contact clients and book review meetings.
  • Confirmation letters/emails to be sent to clients.
  • Prepare meeting packs for Advisers including valuations and all other relevant documents required.
  • Monitor / chase for the return of meeting notes uploaded to One Note by Adviser and ensure that client meeting notes are recorded on the system.
  • Construct appropriate post meeting letter for issue to clients from Adviser notes
  • Meet & Greet Advisers clients’ when meetings are held onsite. Ensure welcome screen is displayed in reception and guests sign into the Visitors Book.
  • Send off any Letters of Authority brought back from client meetings and record in working spreadsheet ensuring information is chased as required. Keep Adviser updated of progress throughout.
  • 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.
Skills & Experience - Advisor Support Administrator - Financial Services
  • Professional and warm telephone manner.
  • Ability to relate to the pressures on the Adviser Team and ensure an effective and efficient two-way relationship.
  • Collaborative, team player.
  • Strong communication skills are required both written and verbal
  • Excellent planning and organisation skills, and being able to adapt to change
  • Product and market knowledge within financial services would be desirable
Other Information:
  • The hours are Monday - Friday 9am - 5pm- 35 hours a week
  • Holidays - 25 Days Holiday, plus Bank Holidays and if your birthday falls on a working day you are given the day off.
  • Other benefits include: Company Pension, Two Staff days out per year. Private health scheme after 1 year service. Bonus paid annually, subject to the Business target being met
  • There is a hybrid working pattern available rotating 3 days in the office 2 days WFH and 2 days in the office 3 days WFH.
Please note that due to a high volume of applications across all our adverts we are only able to respond to those who have been short-listed. If you havent had a response within 48 hrs

Keyskills :
AdministrativeCommunication SkillsDocumentationTelephone MannerPositive Team Player

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