At a Glance
- Tasks: Provide top-notch admin support to clients and team members in a dynamic financial planning environment.
- Company: Join a friendly and supportive financial planning team that values collaboration.
- Benefits: Gain valuable experience, develop your skills, and enjoy a positive work culture.
- Other info: Opportunity for personal growth and professional development in a thriving industry.
- Why this job: Make a real difference by ensuring excellent service and compliance for clients.
- Qualifications: Strong organisational skills and a commitment to high standards in administration.
The predicted salary is between 40000 - 50000 £ per year.
Description
We have an exciting opportunity for an Administrator to join our friendly Financial Planning team.
You will be responsible for providing excellent administration and compliance support to Clients, Advisers, Managers and Director’s.
Requirements
- To ensure all administration is undertaken to the highest standards and conducted in accordance with the firm’s procedures, service standards and the requirements of the FCA.
- Daily administration will include a wide variety of task as detailed in the internal firm’s processes.
- You will have responsibility for managing your own work activity and will be in frequent discussion with your Supervisor.
- You will be required to input accurate and up to date information on internal/external software packages and provider websites.
- You will work respectfully and professionally with other members of your team and offer work support when capacity allows.
- You will ensure that all communications with clients, including correspondence, meetings and telephone calls, are dealt with promptly and within service standards.
- You will record your time accurately on a timesheet.
Administrator in Norwich employer: Lovewell Blake
Join our dynamic Financial Planning team as an Administrator, where you'll thrive in a supportive and collaborative work culture that prioritises excellence and compliance. We offer comprehensive training and growth opportunities, ensuring you develop your skills while contributing to meaningful client relationships. Located in a vibrant area, our firm values work-life balance and fosters a friendly environment, making it an ideal place for those seeking a rewarding career in administration.
