Administrator

Job title: Administrator

Location: Newbury, Berkshire

Salary: Up to £35,000 (negotiable based on experience)

Reference: 8881

Are you passionate about administration and seeking an opportunity to excel within a dynamic team? Look no further! We’re working with an esteemed financial planning firm that is looking to grow their back-office team. If you're driven, detail-oriented, and ready to make a meaningful impact, we invite you to apply.

Within this role you will be responsible for supporting the clients and wider team with the following duties:

• Collate information for, and create letters of authority
• Liaise with clients and providers
• Create and maintain client files, update systems and extrapolate data from provider information packs
• Respond to telephone, email and written enquiries
• Arrange meetings, book appointments, meet and great clients/visitors that attend the office
• Submit new business, fund switches and withdrawals as well as monitoring progress to completion
• Assist with client reports
• Use Microsoft office packages to create documents/reports

Benefits:

• Competitive salary £26,0000 - £35,000
• Hybrid work model (one day remote work per week)
• Opportunity for advancement into paraplanning and/or advisory roles
• Engaging and collaborative team environment
• Pension, holiday allowance and exam support if you wish to undertake them

Required Skills/Experience:

• Prior experience as an administrator within professional services including but not limited to: accounting, finance, pensions, investments, law and insurance.
• Eagerness to learn and grow professionally
• Ability to learn IT systems, proficient with Microsoft Office
• Organisational, attention to detail and interpersonal skills