** A fantastic opportunity to join a busy and dynamic Wealth Management company based in Wallingford. ** Are an organised individual who enjoys working in a team and helping others and you thrive in a busy and fast paced environment, if so we’d love to hear from you.
Experience in mortgages or wealth management would be great, but not essential as we are really looking for someone with a great attitude and desire to grow and develop – we can train the rest!
Administrator / Admin Assistant
Up to £25,000 + generous bonus scheme
Plus benefits including pension, opportunities for training and support with financial qualifications + progression opportunities within a growing business
Service / Product: Modern & Dynamic Wealth Management practice.
Skills Required: Excellent communication skills, strong attention to detail, proactive and positive attitude, strong working knowledge of Microsoft Office
The Administrator / Admin Assistant Role:
This is a fast paced role working with a small but efficient team covering the day to day financial administration. Within this role you will be exposed to all areas of the administrative and mortgage process and have great opportunities for progression and development.
+ Main point of contact for the phone and written communication
+ Work closely with Financial and Mortgage Advisers and support their client activities
+ Ensure that all client queries are resolved as quickly and efficiently as possible
+ Act as first point of contact for clients for all admin-related queries, identifying solutions and resolving them
+ To provide high levels of support to Advisers and clients
+ Carry out a wide range of detailed administrative tasks including liaising with solicitors, lenders, 3rd party financial providers
+ Assist with the smooth running of the day to day business
+ Creating correspondence to clients and providers
+ Ensure accurate valuation reports and review packs are prepared for adviser in a timely fashion
+ Excellent customer service skills and telephone manner
+ Strong attention to detail and organisational skills
+ Strong working knowledge of Microsoft Office
+ Proactive and positive attitude
+ Ability to work within agreed business processes
+ Ability to work to deadlines
+ Able to work methodically, accurately and neatly
+ Good oral and written communication skills
+ Ability to work to agreed outcomes without supervision
+ Ability to work as part of a team
+ Ability to stay calm under pressure
+ Need to be organised and stick to the timescales of each individual process
Interested? Apply here for a fast-track path to the Hiring Manager
You may have worked in the following capacities:
Administrator, Administrative Assistant, Admin, Office Coordinator, Mortgage Administrator, Pensions Administrator, IFA, Investments.
If you have any pre-application questions please contact us first quoting the job title & ref. Good luck, Team RR.