Administrator - Woodbridge, United Kingdom - Cottrell Moore Ltd

Cottrell Moore Ltd Woodbridge, United Kingdom

3 weeks ago

Permanent, Part time

Description

New Business Administrator

An incredible opportunity is available for a Part-Time individual to join a dynamic team in Woodbridge within the financial services sector.

This role focuses on providing top-notch customer support to new clients during onboarding, nurturing relationships, and aiding in the growth of current business.

You will be part of a fast-paced team handling tasks from the Partner and offering assistance when needed.

Offering 25-35 hours per week, with flexible and hybrid working options to suit the right candidate.

Salary range of £23-28,000 per annum pro rata, depending on experience, along with company pension and bonus scheme.

The ideal candidate:

Excellent IT and communication skills, highly organized, and decisive
Ability to perform under pressure with precision
Outstanding communication skills, meticulous organization, and keen attention to detail
Strong problem-solving and decision-making skills, capable of working independently
Self-starter with the ability to work autonomously, with full support and training provided

Key responsibilities for the New Business administrator:

Provide technical and administrative support while delivering top-notch customer service to Practice clients
Act as a point of contact for client and third-party queries
Handle business submissions using specialized software
Ensure timely processing of acquired business
Completion of tasks within set deadlines due to business nature
Assist in analysis and recommendation preparation by advisers
Support advisers in client meeting preparations

Additional responsibilities:

Drive and enhance the business's client-facing strategy and interactions
Develop and execute marketing initiatives to bolster client relationships and attract new clients
Manage client events from start to finish, organize presentations, and handle prospect management

This business is a successful Practice within St. James's Place plc (SJP), a well-established FTSE 250 Wealth Management company distributing a range of Investment and Retirement products to High Net Worth clients.

SJP manages funds exceeding £180 billion.

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