Administrator

Location: Birchgrove, Cardiff

Salary: £26,000 - £27,000 (dependent upon experience)

Job Type: Full-time, Permanent

Hours: Monday to Friday with a 9.15 am start time each day

Our client is a fast-growing independent financial adviser business with principal offices in Birchgrove (Cardiff). They offer independent financial advice and investment management services to private individuals and businesses. They promote quality of service over and above quantity in all areas. They do not advertise, and all of their new clients are referred through existing clients by word of mouth, so service is paramount.

The Role

They are a team of people for whom customer service is their top priority. The role is based in a busy office environment within a team of administrators. The role of the Administrator itself plays a key part in delivering high standards of service to their clients by providing professional administrative support to their clients and colleagues. This involves using their systems and processes to collect, process and maintain client information, which includes liaising with banks, life/pension/investment providers, doctors and solicitors, to name a few.

Key Responsibilities

• Ensure that the procedure to open a new client account has been completed prior to the client arriving for their first meeting with the adviser.
• Book client appointments and update their in-house system, which you will be trained on, as well as gather information for paraplanners to research. Dealing with the post in and out of the business.
• Liaising with paraplanners to gather information and prepare the suitability pack, including applications, to be sent out to their clients.
• Liaising with banks, life/pension/investment/mortgage providers, doctors and solicitors to gather progress updates on client products.
• The administrator role is varied, and you will not be expected to do all the above duties since they are shared within the administrator team.

Skills and Qualifications

• Ideally, you will have at least 2 years experience working in an office environment.
• You may have experience within the mortgage / life / pension / investment industry but this is not essential.
• You should be comfortable working independently and using your own initiative, as well as contributing to part of a team.

Benefits

• Included in their two bonus schemes
• A company pension
• Free on-site parking
• Sick pay

To Apply

If you feel you are a suitable candidate and would like to work for this reputable company, please do not hesitate to apply.

Contact information

A Member of the Ad Warrior Team