Administrator - Loughborough, United Kingdom - HB Commercial

HB Commercial

Verified Company

Loughborough, United Kingdom

1 week ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Role:
Administrator

Location:
Loughborough

Salary:
Up to £25,000 DOE + excellent benefits package

Company benefits:
Flexible working, life Insurance, enhanced pension contributions, generous holiday allowance.

Hours:
Monday to Friday 8.30am - 5.00pm

My client is seeking an Administrator with a drive and passion for wealth management to join their growing team to deliver exceptional levels of customer service.

As an Administrator you will be responsible for:

Working with clients from the point of initial enquiry through to financial plan implementation and onwards.
Gather and input data to prepare for client meetings.
Process and maintain accurate and comprehensive client records.
Get to know your clients' needs, building and managing the relationship.
Deliver clear, and concise communication with clients, colleagues, and external contacts.
Prepare for, contribute, and host regular team meetings and daily huddles.
Attend internal and external training courses and company events.
High levels of accuracy and attention to detail.
Selfmanagement and organisational skills.
Ability to follow current practices and processes.
A logical mind and a lateral thinker.
Able to communicate ideas in a straightforward way
Able to collaborate and share ideas and solutions
Two years previous Financial planning administration experience (desirable).
Awareness of Financial Services legislation (desirable).
Awareness and understanding of compliance processes and procedures (desirable).