Administrator

The Role

A great opportunity for an experienced Administrator to join a small, experienced and friendly team based in Droitwich. This is a growing family business who have exciting expansion plans. You will be part of the Wealth Management Team, providing administration support to the Advisers and wider office team.

Responsibilities

• Organising and assisting with Adviser tasks for new and ongoing business opportunities.
• Liaising with clients and potential clients utilising the portal where possible, plus email, chat and telephone.
• Booking client meetings on behalf of the Adviser.
• Submitting business on various wealth platforms.
• Submitting business on in-house client management systems including new plans, fee structures and ongoing commissions.
• Making withdrawals and contributions as directed by the Adviser(s).
• Performing compliance and consistency checks on all submitted business and ensuring all required identification, files and folders are added to the client's service case.
• Compiling client reviews summaries and associated documentation.
• General housekeeping duties/clear desk policy.

Requirements

• Previous office administration experience.
• Wealth management experience highly advantageous.
• Proficient in the use of Microsoft Office (word, excel, outlook).
• Good time management.
• Attention to detail.
• Good communication skills.

£21,000 annual salary.

Based in Droitwich.

Monday to Friday 9am to 5pm (35 hours per week).