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Fantastic opportunity to join a well-established company in Kirton in Lindsley as an administrator, this role is to cover maternity leave 12-18 months fixed term contract.
Monday to Friday 9 - 5
Up to 25,000 DOE
Hybrid working may be considered
Main Duties;
o Maintain effective diary system to ensure clients are offered review meetings at the appropriate time.
o Contact clients and book review meetings using diary colour coding system and confirmation letters/emails to be sent to clients.
o Prepare meeting packs for Advisers including valuations and all other relevant documents required on the One Note system.
o Monitor / chase for the return of meeting notes uploaded to One Note by Adviser.
o 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.
o Meet & Greet Advisers clients' when meetings are held onsite.
o Send off 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.
o Process change of address requests, updating our systems and notifying the administration centres.
o Update systems and administration departments of any Death notifications following the Death Process.
o Make adviser aware of documentation received in relation to their clients and provide general support as required.
o Act as a point of contact for clients and deal with routine issues/queries.
o Client celebration cards and sympathy cards to be arranged as necessary and sent to clients.
o Stationery stocks to be maintained within the Pod to ensure all documentation is current, recycling pile to be checked and added back to stationary stocks as appropriate.
Person Specification;
o Knowledge and understanding of SJP and RWM systems, procedures and responsibilities to ensure clients receive an outstanding service
o Strong administration experience
o Professional and warm telephone manner.
o Ability to relate to the pressures on the Adviser Team and ensure an effective and efficient two way relationship.
o Team player
If interested in this role, please click APPLY NOW a member of the team will be in touch if successful.
