Administrator (1114)
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Job Role & Responsibilities
- Providing all aspects of administrative support to ensure smooth running of the services provided to clients and advisers
- Annual Review preparation
- Dealing with clients both on the telephone and face to face
- Liaising with advisers and other colleagues across the business
- Processing new business applications to providers
- Keeping track of new business applications to ensure they go through smoothly, chasing providers when required
- Managing and maintaining a precise record of pipeline and submitted business to be able to update clients and Advisers accordingly
Skills and Qualifications
- Efficient in problem solving
- Ability to analyse information with a critical mind set
- Proven experience in decision making
- Ability to build relationships with key stakeholders
- Technically proficient
- Previous office admininstration experience and use of excel preferable
Benefits
- Company pension scheme • Death in service • 25 days annual leave • Flexible Benefits • Birthday as an additional day off • Opportunity to purchase additional holidays • Enhanced family friendly policies • Cycle to work scheme
Development Opportunities and Career Progression
This is an exciting proposition to join a growing organisation who offer excellent opportunities to progress your career. Support for future development will be keenly provided to enable the successful applicant to further their knowledge and ability in the role. Potential career pathways could be Senior Administrator.
About Fairstone
UK private wealth management firm providing independent financial advice, investment management, financial planning, mortgages, and estate planning.
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