Senior Administrator, Bath (BW-1978)

• Assist with preparation of existing client annual review meeting packs including production of Portfolio Reports. 
• Work as part of a centralised Administration team for processing new client and annual review post meeting packs. 
• Chase and collate Letter of Authority plan information, liaising with all parties to ensure sufficient information available for case assessment 
• Package and dispatch financial planning reports for the Financial Planners and their clients. 
• Process and submit new business applications and client instruction requests, tracking all transactions through to accurate and timely completion 
• Providing regular updates on the progress of outstanding transactions and managing any technical queries. 
• Produce and issue client fee invoices. 
• Ensure all policy/platform account records are checked and updated upon receipt of product provider correspondence. 
• Updating client platform account records 
• Proactively review client platform account
• Liaise with product providers to progress all submissions including, but not limited to, client transfers and obtain fees information 
• Provide support and assistance to other team members to ensure tasks are completed on schedule and deadlines are met. 

Essential Requirements

• Previous experience of working in similar role  
• Experience of working with Microsoft Office products including Word, Excel, Outlook and PowerPoint, or similar tools. 
• Experience of delivering accurate, relevant and timely information  
• Desire to deliver exceptional service at all times and strong focussed approach to achieving the best outcome for the client and the business.
• Ability to consistently deliver within service standards. 
• Excellent organisational skills, flexible and proactive approach to getting the job done. 
• Strong interpersonal skills, both written and verbal communication. 
• Excellent accuracy and attention to detail. 
• Desire to learn and build skills  
• Proven ability to work on own initiative 

• Experience of working with Investment Wrap Platforms  
• Experience of using Intelligent Office back-office system 

• Holiday - 25 working days in addition to the normal Bank Holidays, in addition 1 extra day’s holiday for each year of service up to 28 days
• Holiday buy and sell scheme where you have the opportunity to buy an additional 5 days holiday per year
• Group Life Assurance and Pension Scheme
• Private medical Insurance
• Group Income Protection