Administrator - Stourbridge, United Kingdom - Jonathan Lee Recruitment Ltd

Jonathan Lee Recruitment Ltd
Jonathan Lee Recruitment Ltd
Verified Company
Stourbridge, United Kingdom

3 weeks ago

Tom O´Connor

Posted by:

Tom O´Connor

beBee Recruiter
Description

Sector:
Sustainability


Function:
Finance


Contact:
Natalie Smith


Phone:

***


Duration:


Job Ref:65958

  • Job detailsMy client is looking for an experienced administrator to join their team to support the Wealth Management team and Financial Advisers. We are looking for sombody who is organised, has great administration experience and is a confident communicator.

The Role:
Administrator

  • Provide a comprehensive personal and confidential administrative service to all advisers
  • Booking review meetings for advisors with existing clients (not cold calling)
  • Speaking to suppliers for information and passing to clients
  • Adhere to procedures and systems which will ensure the efficient running of the Administration Team
  • To prioritise work appropriately to meet competing demands
  • Investigate and respond to adviser queries in a timely manner
  • Maintain appropriate filing and record systems, including confidential documents and files to ensure immediate access when required
  • Assist with monitoring and reporting
  • Ensure filing, photocopying and other general administration tasks are completed in a timely manner

The Person:
Skills & Experience

As an Administrator, you will need:

  • Excellent customer service and the ability to build rapport
  • Good time management and planning skills
  • Strong working knowledge of Excel, Word and other Microsoft Office Programs
  • Strong willingness for personal development and to learn
  • Ability to work under pressure and meet deadlines
  • Adaptable and flexible
  • Selfmotivated and willing to work at times in isolation and as part of a wider team


Full training will be given and for the right applicant there is the opportunity to progress within the SJP Accreditation Framework to become a Paraplanner, Mortgage Advisor, Financial Advisor.

Hours: 9-5 Mon - Fri (30 min lunch)

Holidays: 24 days plus Bank Holidays


Salary:
£24,000

5683542
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