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Administrator

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TipTopJob

1mo ago

  • Job
    Full-time
    Junior Level
  • Customer Relations
  • Swansea

AI generated summary

  • You should have 2+ years in an office, preferably in finance, and be comfortable working independently and as part of a team.
  • You will manage client accounts, book appointments, gather information for paraplanners, liaise with external parties, and handle business correspondence, sharing duties with the team.

Requirements

  • Ideally, you will have at least 2 years experience working in an office environment.
  • You may have experience within the mortgage / life / pension / investment industry but this is not essential.
  • You should be comfortable working independently and using your own initiative, as well as contributing to part of a team.

Responsibilities

  • Ensure that the procedure to open a new client account has been completed prior to the client arriving for their first meeting with the adviser.
  • Book client appointments and update their in-house system, which you will be trained on, as well as gather information for paraplanners to research. Dealing with the post in and out of the business.
  • Liaising with paraplanners to gather information and prepare the suitability pack, including applications, to be sent out to their clients.
  • Liaising with banks, life/pension/investment/mortgage providers, doctors and solicitors to gather progress updates on client products.
  • The administrator role is varied, and you will not be expected to do all the above duties since they are shared within the administrator team.

FAQs

What is the salary range for the Administrator position?

The salary range for the Administrator position is between GBP 26,000 and GBP 27,000, depending on experience.

What are the working hours for this job?

The working hours for this job are Monday to Friday, starting at 9:15 am each day.

Is prior experience in the financial industry required?

No, prior experience within the mortgage, life, pension, or investment industry is not essential, although it is preferred.

What kind of environment will the Administrator be working in?

The Administrator will be working in a busy office environment as part of a team of administrators.

What are some key responsibilities of the Administrator role?

Key responsibilities include opening new client accounts, booking client appointments, liaising with paraplanners and various service providers, and processing client information.

What benefits are offered with this position?

Benefits include participation in two bonus schemes, a company pension, free on-site parking, and sick pay.

How can I apply for this position?

If you feel you are a suitable candidate, please do not hesitate to submit your application.

Is this a full-time or part-time position?

This is a full-time, permanent position.

Will I receive training for the in-house system?

Yes, you will be trained on the in-house system used for updating client information and booking appointments.

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