Advisor Support Administrator

Nottingham Hybrid working available

Up to GBP24,000 Depending on experience

Overview:

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 with their responsibilities to existing clients / prospective clients.

Key Duties:

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:

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. Onsite parking Other benefits include: Company Pension, Private health scheme after 1 year service, Death in Service benefit Exams paid if you wish to pursue further qualifications Company funded events 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 haven't had a response within 48 hrs please assume you have been unsuccessful.