An excellent opportunity has arisen for an experienced administrator to join our fast-paced client servicing team. Delivering administrative support, covering a broad range of daily tasks.

The Role: –

• A Point of contact for both clients and third parties.
• Responding to general enquiries by telephone and email.
• Booking client meetings and diary management.
• Preparing documentation meetings.
• Completing follow up client correspondence after meetings and all associated tasks.
• Assist in the organising of seminars & conferences.
• Update and input client information onto internal CRM systems
• Gathering and chasing information from third party providers and passing to the relevant team.
• Ensure all information required for writing client reports is available to the paraplanners and packaged accordingly.
• Liaise with Head Office and admin centres as required.
• Attend forums and workshops as appropriate for personal development.

The candidate: –

• A positive ‘can do’ attitude.
• Able to work as part of a team, as well as independently in a busy fast paced office environment.
• Confident communication skills with team members, advisors, and clients both face to face and on the phone
• An excellent level of knowledge and understanding using all Microsoft programmes – this role will require the successful candidate to work simultaneously on several IT platforms including the CRM, Salesforce.
• Excellent organisational skills, with the ability to manage and prioritise workloads is essential.
• A flexible approach to day-to-day activities, adapting to the need of the business.
• A high level of attention to detail

Training: – You will be given full training and will have the opportunity for career progression through a number of different routes within an accreditation framework.

Working hours: – Full time, Permanent Our office hours are 9am – 5pm Monday to Friday, with flexitime working available two days per week between 8am – 6pm. Flexible working would be considered for the right candidate.