Vacancies

Administrator

Perspective (Home Counties) Ltd

Job Description

Are you looking to develop your Administration skills by joining a Market Leading Wealth Management Company with an established and successful administration team?

If the answer is yes, we have the opportunity you are looking for!

We have a fantastic vacancy for a Administrator to join one of our Home Counties Office. This is an integral and varied role and your experience in providing high quality administrative support will be invaluable to the whole team. You will act as the point of contact for client queries with regards to pensions, investments and protection as well as liaising with product providers and covering all aspects within the general office administration to ensure a first-class service is provided to internal and external parties.
Office: Perspective ​(Home Counties) Ltd
Location:​ Buckinghamshire or Hertfordshire 
Hours: Monday – Friday 9am to 5pm with a one hour break (35 hours)
Salary: Competitive dependant on experience and qualifications. Available upon request.

Job Requirements

You will already be experienced working in administration, and will need to be motivated, friendly and professional at all times and able to hold conversations with third parties, representing the company in a professional manner.
You will also be skilled in, or have the ability to learn:
 

• Good working knowledge of IO and Platform.
• Production  of concise business correspondence and proofreading for grammar, spelling  and punctuation with a high degree of accuracy.
• Confidence  with IT and office software packages including Teams, Outlook, Word and  Excel.
• Management  and prioritising workloads.
• Excellent  planning, organisational and multi-tasking abilities.
• Analytical  and problem-solving skills.
• Flexibility/adaptability to cope with change.
• Excellent  communication skills at all levels.
• A  team player with a positive attitude.

Job Responsibilities

This role forms a key part of the team and, as such, you will be involved in the day to day administration of Wealth Management, ensuring compliant and effective processes are followed and information is accurately processed and maintained. Your Duties will be varied and in line with the responsibilities involved in Financial Administration including, but not limited, to:

• Prepare list for each adviser to approve action required.
• Add PFP Review Service Cases to IO
• Ensure client’s individual plans are updated either by system or contact with the provider.
• Run portfolio reports.
• Prepare spreadsheets for each client ensuring all fee-paying plans are included.
• Access provider websites to obtain charges paid during specific time period or liaise with providers to obtain if not available online.
• Obtain review illustrations for relevant plans.
• Prepare templated letter for client.
• Update computer system with further action required by adviser.
• Support other staff members as requested.

Due to the nature of the business, the role may also include additional responsibilities considered reasonable.

Job Benefits

25 days holiday (rising with length of service) plus Bank Holidays, Birthday Leave, Holiday Purchase Scheme, Life Assurance, Pension, Corporate Eyecare and Extras Discount shopping discounts.