Senior Administrator - Cheltenham, United Kingdom - Attivo Group

Attivo Group

Verified Company

Cheltenham, United Kingdom

3 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

**Senior Administrator (Wealth Management)

Cheltenham**
About Attivo:Attivo are Lifestyle Financial Planners.

We're a privately owned company. We prefer it that way. It means we're free to do what we feel is best for our clients and our people. Our work is all about our clients.

We pride ourselves on being completely transparent, open and honest - an approach that builds trust with our clients and inspires their financial confidence.

Our experienced, highly qualified financial specialists and expert support teams are committed to delivering more for all our clients. Our independent status and unique approach to understanding our clients, their preferences and their motivation, sets us apart.

We will build and provide ongoing support for a bespoke financial plan aimed at fulfilment of our clients lifestyle needs.

Whether you're a private client or a business accessing our corporate services, you can rely on a clear, consistent service from your Financial Planner and from our experienced teams.

About the role:

This role offers the opportunity to join Attivo at an exciting time, directly supporting an Associate Director (Financial Planner) to ensure the efficient delivery of lifestyle financial planning to clients of Attivo.

As the Senior Administrator, you will be responsible for ensuring our Associate Director and their support team are fully equipped to deliver client meetings at the highest standard, providing an efficient and responsive administrative support, helping to manage and prioritise time and ensuring actions are completed in a timely manner.

About you:

You're an experienced administrator, having previously supported an Independent Financial Advisor. You are organised and proactive, ensuring work is completed within set time frames. You have a track record of providing exceptional client service and you have excellent written and verbal communication skills.

You are a relationship-builder, and actively position yourself as the go-to person for support. You prioritise client experience and have excellent interpersonal skills.

You are able to work on your own initiative and manage the diaries of multiple team members to ensure that work is completed and client needs are met.

Your hold exceptional accuracy and attention to details skills, and are able to maintain up to date records both internally and with third party providers.

Key Responsibilities include:

Coordinate diaries of the Associate Director and supporting Associate/Trainee Financial Planners, delegating work to team to ensure capacity is managed.
Book in and arrange client meetings, sending confirmation to client and setting up meetings on Intelliflo.
Update and maintain client records in our back office and provider systems
Providing full administrative support to the Associate Director, including producing letters, reports as required.
Be key contact point for clients for general queries and provide ongoing support to Associate Director where required, be proactive and use initiative to collectively deliver the very best in client experience.
Monitor workflow of team and ensure work is completed in a timely fashion.
Providing an excellent client experience to all clients of Attivo, communicating in writing, over the telephone or in person.
Ensuring all systems, including Intelliflo, are in a timely manner.
Ensure that all Lead, organic prospect and existing client relationships are managed effectively, with the support of our Client Engagement team
Proactively maintain an uptodate knowledge of the business processes and service offerings to our clients.
Provide project support to the wider business as required to support with business changes and growth.
Collate, process and monitor the required documentation to ensure new business is successfully implemented.
Process withdrawals and ensure the funds are paid to client in timely fashion while keeping client up to date.
Deal with general plan maintenance for example, deceased clients, change of address, Letters of Authority etc.

Essential skills and experience

3 years' experience in a similar role, working in the Financial Advice sector or for an IFA
Holds or working towards Diploma in Regulated Financial Planning
Existing knowledge of Intelliflo or a similar customer relationship/financial management tool
Excellent interpersonal, listening, numerical and IT skills
Ability to work on own initiative
Professional, ethical, and discreet
Ability to build and maintain ongoing client relationships.
Ability to work well under pressure whilst maintaining excellent attention to detail.
Minimum 5 GCSEs, or equivalent, graded A-B (6), including Maths and English

Desirable skills and experience