We are currently recruiting for an Administrator to join our team in Southport on a permanent basis. Reporting to one of our team leaders, the role will be primary office-based.
THE ROLE
At Mattioli Woods, we rely heavily on our Client Service Proposition to ensure everyone is focused on delivering the best possible service to our clients who trust us to look after their finances.
We strive to consistently get things right and deliver on our promises. We pride ourselves on our outstanding reputation.
RESPONSIBILITIES
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Provide support to our consultants.
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Coordinate and compile information to allow consultants to review clients’ investments in line with our Client Service Proposition.
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Be involved in the new business process, checking all application forms are completed correctly and identify any further information required before submission, updating our back-office system, XPlan, logging of fees/commission.
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Deal with our internal procedures by ensuring all cheques/payments are processed the same day (clear to zero policy).
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Track and deal with any issues that may arise, keeping the client/consultant informed of reasons for delays outside of our normal service standards.
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Be involved in obtaining valuations and information on investments via life offices’ using the most effective communication method to produce a valuation report.
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Prepare illustrations for existing or new recommendations and completion of application forms.
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Proactive management of our task system to ensure all business transactions are completed in the shortest possible time.
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Prompt attention to fund switches and policy surrenders in line with our internal TCF procedures.
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Deal with incoming life office post, obtaining missing/additional information where applicable and then implement necessary action.
WHAT YOU NEED TO SUCCEED
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five GCSEs grade A – C including Maths and English
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excellent attention to detail
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have excellent interpersonal skills and the ability to communicate clearly and precisely, both verbally and in writing
BENEFITS YOU GET IN RETURN
In addition to excellent career progression – with fantastic opportunities for promotion - training, support, and a great office environment, including social activities.
Your benefits package includes the following:
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Group Pension
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Life Assurance
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Income Protection
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Health Cash Plan
It is flexible so that means you can pick benefits to suit you!#
What We Do
Mattioli Woods is a leading UK provider of wealth management and employee benefits. We pride ourselves in building long-term relationships to provide trusted advice, high standards, and a personalised delivery.
We provide our clients with an all-embracing and integrated approach that is designed to develop a clear strategy for financial plans, supported by sound investment and taxation initiatives. Our clients want to be confident in the advice we give and for strategies to be administered quickly and efficiently. Our employee benefit solutions (whether off the shelf or designed especially for your business) will help to achieve the right mix to attract, motivate, retain, and engage the best team.
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