Senior Administrator

Office Angels
Chelmsford, UK
18 Sep 2019
02 Oct 2019
Contract Type
Full Time
Senior Administrator
£21,000 per annum + discretionary bonus
Chelmsford, Essex
Monday-Friday, 9am-5pm

My client, a successful financial adviser's based in Chelmsford is seeking a Senior Administrator with fantastic attention to detail skills to join their business on a permanent basis.

Benefits: on-site free parking, monthly and annual bonus opportunities, sponsored study support for financial service exams, small and friendly team, great location*

  • Process business submissions within specific SLA's
  • Respond to all client calls on the same day of receipt, when received within working hours
  • Monitor email inboxes, and ensure any client emails have been acknowledged, and responded to, by the end of the next working day, after receipt
  • Support Administrator, when required or during busy periods, to ensure all client documents and files, including pre-submission files, are scanned within 3 weeks of receipt - including documentation from self-employed advisers
  • Action provider/client queries, relating to new business submissions, within a reasonable period, unless time critical
  • Acknowledge and action provider alerts and secure messages accordingly
  • Ad-hoc queries including phone call logs, to be acknowledged, and responded to, by the end of the next working day, after receipt
  • Support the Head of Administration with Admin board statistics for monthly team meeting, when required.
  • Assist with any outstanding commission enquiries from Finance
  • Carry out one-month checks, for new business submissions until completion
  • Change of adviser process, when applicable
  • Change of agency process, when applicable
  • NPW process
  • Chasing of outstanding requirements, relating to new business submissions
  • Client liaison, which may be related, but not limited to:
    • Existing business queries;
    • Clawback and commission
    • Direct debit cancellation
    • Outstanding documentation etc
    • Protection applications
  • Ensure that any calls/ attempts made to the client are recorded on system
  • Process disinvestment requests from providers to cover provider or adviser fees, when applicable
  • Ensure new business submissions, under individual management, are monitored and completed correctly

Admin Team Responsibilities
  • Record call logs
  • Deceased client process
  • Review post daily, date stamp & distribute to the relevant departments for action, or scan to file, if no further action required.
  • Weekly appointment letters process
  • Support other members of the team, and complete any of their mandatory daily tasks, during their absence

Key qualities
  • High attention to detail essential
  • Highly numerate and literate
  • Happy to talk on the phone with customers
  • Excellent time management skills
  • Ideally previous experience working in an IFA environment

If this sounds like an ideal role for you then please do not hesitate to contact us. We would be delighted to receive your CV.

To confirm your identity, you will be required to bring your passport with you when registering. Registration takes approximately 1 hour 45 minutes.

If you are emailing your CV to us, please ensure it has your home address, telephone numbers (including your mobile) and your email address on. Thank you for taking the time to look at one of our vacancies. We look forward to receiving your CV, however, please note that only successful applicants will be contacted.

If you do not live in the local area please let know what your plans for relocation are.

Please only submit CVs in word format, preferably with no headers, footers or text boxes.

Office Angels are an equal opportunities employer' and confirm Office Angels are an Employment Business (short term/contracts) or Recruitment Agency (perms).

Office Angels acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Office Angels UK is an Equal Opportunities Employer.

By applying for this role your details will be submitted to Office Angels. Our Candidate Privacy Information Statement explains how we will use your information - please copy and paste the following link in to your browser: https://candidate-privacy

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