At a Glance
- Tasks: Manage client communications, support financial planners, and handle property administration.
- Company: Join a dynamic team in a reputable financial services firm.
- Benefits: Full-time permanent role with training opportunities and career development.
- Other info: Friendly work environment with opportunities for growth and learning.
- Why this job: Gain valuable experience in finance and property management while making a difference.
- Qualifications: Experience in audio typing and a passion for financial services.
The predicted salary is between 31500 - 38500 £ per year.
You will be experienced in Audio typing/ dictation and Financial Services Estate Administration.
You will also be undertaking training and qualifications in Probate, Wills, Lasting Power of Attorney, Court of Protection, Severance of Tenancy and Property Transfers as part of your development.
This is a full time permanent position, based in hailsham.
Duties to include;
- Provide switchboard cover: logging calls, transferring calls, taking and forwarding messages.
- Meet and greet clients in a professional manner.
- Respond to client enquiries and provide information when appropriate.
- Manage the Director’s diary, including scheduling and coordinating appointments.
- Book client appointments and issue confirmation letters and packs.
- Schedule internal and external meetings.
- Prepare client files ahead of adviser meetings.
- Create new client files with dividers and template documents.
- Maintain and update client records on the CRM system
- Handle administration for clients’ properties.
- Set up tenant files and maintain accurate property records.
- Arrange quotations from tradesmen for repairs and maintenance.
- Arrange advertisements
- Liaise with tenants regarding check‑ins and check‑outs.
- Liaise with external letting agencies.
- Prepare tenancy agreements.
- Apply for references, guarantor information and credit checks.
- Manage court proceedings related to lettings, including preparing and maintaining court files.
- Provide administrative support to financial planners and paraplanners.
- Prepare and maintain client recommendations.
- Assist with preparation of reports and financial documents.
- Collaborate with advisers to ensure timely completion of financial recommendations.
- Assist with analysis of financial information to support financial planning.
- Maintain and develop knowledge of financial products and services.
- Send Letters of Authority to obtain information on clients’ existing plans.
- Chase providers and clients for required information.
- Communicate with clients to gather financial information and provide updates.
- Maintain accurate and up‑to‑date client records and databases.
- Ensure compliance with regulatory and industry standards.
We endeavour to reply to all applications, however, if you haven`t heard from us within 7 days, you have been unsuccessful with this particular role.
You are very welcome to apply to future advertisements placed by Grafters Recruitment Consultants / Grafters Accountancy Personnel
Estates Administrator/ Audio Typist in Hailsham employer: Grafters Recruitment Consultants Ltd
Grafters Recruitment Consultants offers a flexible and supportive work environment for temporary drivers, allowing you to top up your earnings while enjoying the freedom of part-time work. With a focus on employee growth and development, we provide opportunities to enhance your skills in a dynamic setting, making it an excellent choice for those seeking meaningful employment in the driving sector.
Contact Details:
Grafters Recruitment Consultants Ltd Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Estates Administrator/ Audio Typist in Hailsham
✨Tip Number 1: Tap Into Professional Networks
The finance world loves a good connection, so jump into industry-specific groups on platforms like LinkedIn where you can find discussions on financial controlling. Engaging in these communities can expose you to hidden job leads that aren't openly advertised!
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Make it a mission to attend finance-related events and conferences, even virtual ones! This is a golden opportunity to network face-to-face with people from companies like Grafters Recruitment Consultants Ltd. You never know who might be your next boss or a crucial contact!
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Consider writing articles or sharing insights related to financial controlling or industry trends. Publish these on platforms like LinkedIn to establish yourself as a knowledgeable player in the field. This not only increases your visibility but also catches the attention of recruiters from Grafters Recruitment Consultants Ltd.
✨Tip Number 4: Apply Directly on Company Websites
Since you're going for a full-time gig, don't forget to keep an eye on the careers page of companies you're interested in, like Grafters Recruitment Consultants Ltd. Many companies prefer candidates who apply through their website as it shows genuine interest and makes your application stand out!
We think you need these skills to ace Estates Administrator/ Audio Typist in Hailsham
Some tips for your application 🫡
Show Off Your Numbers Game:In financial controlling, detail is everything! Make sure your CV showcases your proficiency with numbers—highlight any relevant experience in budgeting, forecasting, or working with financial software. Quantifying your past achievements will make you stand out, so don’t be shy about flaunting those impressive percentages or cost savings you've implemented.
Tailored Cover Letter is Key:Your cover letter is a chance to shine, especially for a full-time role. Use it to express your genuine interest in Grafters Recruitment Consultants Ltd and the specific impact you hope to make in financial controlling. Mention any relevant qualifications or experiences that align with the company’s goals, and don’t forget to show that you're ready for a long-term commitment!
Certifications Matter:List relevant certifications such as ACCA or CIMA on your CV. These qualifications not only showcase your dedication to the field but also your technical competence in financial principles. If you have any ongoing training or courses, make sure to mention those as well to demonstrate your commitment to continual learning in financial controlling.
Don’t Overlook Soft Skills:While numbers are crucial, so are those soft skills! Financial controllers need strong communication and analytical reasoning abilities. We recommend embedding examples of these skills in your CV and cover letter, like how you’ve successfully delivered financial reports to stakeholders or collaborated with teams to improve processes. Let’s show Grafters Recruitment Consultants Ltd how you can be a team player!
How to prepare for a job interview at Grafters Recruitment Consultants Ltd
✨Brush Up on Technical Skills
Make sure you're comfortable with key financial concepts, especially around forecasting, budgeting, and variance analysis. Sometimes, interviewers may throw in technical questions or case studies, so practicing these types of scenarios will help you shine!
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If you've had experience with specific financial software like SAP or Oracle, make it known! Be ready to discuss how you used these tools to improve processes or reporting, as this hands-on knowledge can really set you apart in a full-time role with Grafters Recruitment Consultants Ltd.
✨Know Your Numbers
In full-time interviews, especially in financial controlling, be prepared for numerical reasoning tests or questions. Brush up on your mental maths and understand how to interpret and analyse financial statements on the spot, as this may come up during the assessment.
✨Connect with Company Goals
Familiarise yourself with Grafters Recruitment Consultants Ltd's financial objectives and any recent developments. During the interview, try to weave your understanding of their business model and challenges into your answers—this shows your genuine interest and alignment with their goals!
