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Southampton, Hampshire
£25,000 to £30,000
Job Type
2 Sep 2022

Southampton based wealth management company are looking for an administrator to join their team. Your new companyMy client are a financial planning business, with purpose-led financial planning at the heartof what it does. Our business is enjoying strong growth across its three divisions; wealth, sport andmusic and we are looking for talented individuals, who can demonstrate and live our values, to join ourteam.There values are:

  • We do the right thing - we always stick to what we know to be right
  • Totally dedicated - together we work hard and deliver on our promises
  • Always improving - we listen, learn, and strive for knowledge
  • Enjoying the journey - we're positive about what the road ahead promises

Your new roleAs an Administrator, you will be responsible for working closely with ouradvisers and clients. You will be liaising with providers, organising paperwork for the advisers, andusing our IT systems to record information and process business.You will be highly organised, have real attention to detail and work well under pressure. You will workas part of a team, where collaboration and teamwork are central to all that they do.You will have regular contact with clients by phone, in person and virtually. Client relationships are atthe heart of what we do and everyone in the team has an important part to play in making sure ourclients are well looked after.Key Responsibilities

  • Developing great relationships with our advisers and clients
  • Meeting agreed deadlines for administrative tasks
  • Working closely with our adviser team to ensure administration and paraplanning tasks are managed efficiently
  • Working collaboratively with the whole team, sharing best practices, and supporting the delivery of best advice for all our clients
  • Continually looking for improvements and developing your skills and knowledge

What you'll need to succeedKey Skills

  • A focused and dedicated individual with a real attention to detail
  • A great listener and somebody who takes a genuine interest in people
  • Excellent communication skills verbally and in written form
  • A positive and engaging person, who wants to live and breathe the values of our business
  • An ability to manage your time effectively to ensure your workload is well managed
  • Very efficient and self-motivated
  • A desire to continually improve and develop yourself and the team around you
  • Take a pride in what you do and be an ambassador for the business
  • Be inquisitive and challenging, to continually drive progress across the business

What you'll get in return

  • Support with further qualifications, including study leave
  • Pension and death in service benefits
  • 25 days holiday (+ Bank Holidays) per annum
  • Cycle to Work Scheme
  • Private Medical Insurance (Bupa)
  • The ability and support to work flexibly where appropriate, in terms of hours and location
  • Salary range £25,000-£30,000, depending upon experience
  • A performance award based on delivering on our core values
  • We will provide access to market-leading technology and IT equipment to help you deliver a first-class service to our clients and will provide full training to get you off to a great start

What you need to do nowIf you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.If this job isn't quite right for you but you are looking for a new position, please contact us for a confidential discussion on your career.

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  • Job Reference: 702713145-2
  • Date Posted: 2 September 2022
  • Recruiter: Hays Specialist Recruitment Limited
    Hays Specialist Recruitment Limited
  • Location: Southampton, Hampshire
  • Salary: £25,000 to £30,000
  • Sector: Trades & Services
  • Job Type: Permanent