Administrator

Recruiter
Anonymous
Location
Cirencester
Salary
22000.00 - 22000.00 GBP Annual + GBP22000/annum
Posted
12 May 2017
Closes
21 May 2017
Category
Accounting
Function
Consultant
Contract Type
Permanent
Hours
Full Time
Summary of Role
1. To administer new business in an efficient and compliant manner and always in accordance with the principles of treating clients fairly.
2. Provide a quality customer service to all clients and potential clients
3. To provide a pro-active administration/PA service to Consultant(s)
4. Maintain 1st database and ensure data is correct and up to date

Key Duties

• Sort/Allocate am/pm post.
• Update and maintain 1st system to show unit holdings, bid prices etc to enable automated valuations in the future
• Process new business using 1st system
• Monitor pipeline business using diary systems.
• Ensure client data held on 1st is correct and up to date at all times.
• Keep telephone/meeting notes on client file - via the 1st system wherever possible
• Client liaison by phone, in person and written.
• Maintain and keep organised, compliant client files.
• Generate client listings for mailshots, clients to contact etc.
• Ensure administration is compliant at all times
• Produce list for Consultants of clients to contact from 1st
• Ensure administration standards are maintained and done so Compliantly and any personnel issues are addressed
• Conduct client file audits and ensure appropriate measures are taken for 're-claiming' files for central filing.
• Obtain and produce client portfolio valuations
• Be prepared to carry out such additional duties as are within your skill and competence, if necessary and appropriate.
• Data gathering - send LOA's, produce pension/investment schedules
• Conduct the day to day administration of the group schemes
• Make client appointments on behalf of the advisers