Professional Support Administrator- Cardiff
Salary
20,000 - 25,000 (dependent on experience)
Location
Cardiff
Job Type
Full Time
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Our client is an established financial services firm based in Cardiff and they are seeking to employ a Professional Support Administrator to support their Financial Planners and Paraplanners.
This is a busy practice who offer support to their clients to make the most of their wealth via intelligent investment, retirement, mortgage and tax thinking. Within your role as an Administrator your main duties will involve:
- Submitting new business.
- To meet and greet clients and guests as they arrive at the office in a friendly and professional manner.
- To prepare Letters of Engagements that are to be sent to clients and contact clients to ensure they are completed and returned.
- Send Letters of Authority and Change of Servicing Letters to Providers.
- Support other areas of the business when necessary.
- Providing general administration support.
- General ad-hoc duties such as Filing, faxing and scanning.