ESSENTIAL SKILLS AND ATTRIBUTES:

• Previous experience in a financial services administration role and/or in developing client relationships
• Strong organizational and time management skills
• Self-starter and fast learner with business and technical acumen
• Excellent attention to detail and accuracy
• Ability to manage multiple workflows at a time and effectively prioritise time sensitive items
• Confident communicator – written and verbal
• Working knowledge of Excel, Word

THE ROLE:

We are seeking a detail-oriented and dependable Administrator to provide essential administrative support to our advisers and paraplanners. We’re looking for someone who is efficient, proactive and who is comfortable managing a varied workload. This role is key to ensuring the smooth day-to-day running of client processes, from initial contact through to implementation and ongoing servicing.

KEY RESPONSIBILITIES:

• Handle client communications (email, telephone, post) in a professional and courteous manner
• Maintain accurate client records and ensure systems are kept up to date
• Liaise with product providers and other third parties to obtain policy information and valuations
• Organise and manage client review documentation and appointment preparation
• Support advisers and paraplanners with general administrative tasks, including diary management and data entry
• Prepare and process applications across a range of financial products
• Monitor and follow up on outstanding business to ensure timely completion
• Collaborate with team members to streamline office procedures and improve efficiency
• Assist with clerical duties such as filing, photocopying, and scanning documents
• Maintain an organised filing system for both physical and digital documents