Various Administration Opportunities
Throgmorton Associates is one of the largest senior partner practices of St. James’s Place. Due to the continued success and the resulting expansion of business; in preparation of our new office development we are looking to recruit an enthusiastic, adaptable and highly organised Technical Administrator who has an eye for detail to join our existing team. In addition we also require a dependable, professional and capable Receptionist and Junior Administrator to provide comprehensive administration support.
Role responsibilities - Technical Administrator
·Conduct research and prepare individual client files
·Writing of suitability reports
·Identifying any potential issues and addressing them
·Ensure that all case administration is completed within the regulatory timescales and is compliant
·Collation of paperwork in preparation for business submission
·Liaise with clients and external providers to obtain any information required to complete tasks.
A good working knowledge of the regulated financial services market. Hold as a minimum qualification, FPC 1,2,3 in financial planning or an equivalent qualification. The individual must also have at least two years experience of working in a similar role or have operated as an authorised adviser preparing client reports.
Role responsibilities - Receptionist and Junior Administrator
The role will involve, but is not limited to the following:- ·Switchboard handling and reception duties
·Answering the telephone quickly and professionally
·Prepare meeting support packs and client valuation reports
·Booking appointments / meeting rooms
·Maintaining client data base
·Sort incoming/ outgoing post and action standard correspondence
·Liaise with clients and external providers
·Planning and purchasing office supplies
·General administration duties
Ideally you will have experience of working in the Financial Services sector.
·Excellent team player with a flexible and motivated approach
·IT skills with the ability to use Microsoft Office packages
·Data base and client management
·Good communication skills and a professional telephone manner
·High degree of organisational ability and attention to detail
·The ability to prioritise workload and manage several deadlines