Our client is seeking to appoint an experienced Administrator to support the Adviser Team with preparing them for client meetings and discharging their responsibilities to their existing clients / prospective clients whilst ensuring that their service offering is outstanding!
Location: Mansfield
Salary: £18,000 - £23,000 per annum, DOE
Full time, permanent
Responsibilities:
- Maintain effective diary system to ensure clients are offered review meetings at the appropriate time
- Contact clients and book review meetings using diary system
- Sending confirmation letters/emails to clients
- Prepare meeting packs for Advisers including valuations and all other relevant documents required
- Monitor / chase for the return of meeting notes uploaded by Adviser
- Ensure that client meeting notes are recorded on the system, including e-briefings, Curo/CRM's, CRR's, Client ID, service questionnaires, review dates updated, scan notes to system
- Construct appropriate post meeting letter for issue to clients from Adviser notes
- Meet & Greet Advisers clients’ when meetings are held onsite
- Send any Letters of Authority bought back from client meetings and record in working spreadsheet ensuring information is chased as required
- Keep Adviser updated of progress throughout
- Process change of address requests, updating systems and notifying the administration centres
- Make adviser aware of documentation received in relation to their clients and provide general support as required
- Act as a point of contact for clients and deal with routine issues/queries
Skills and Experience
- Experience in a similar role is ESSENTIAL
- Financial Services experience is HIGHLY desirable
- Professional and warm telephone manner
- Ability to relate to the pressures on the Adviser Team and ensure an effective and efficient two way relationship
- Team player
