• Location
    Chelmsford, Essex
  • Category
    Admin. Secretarial and PA - Administrator
  • Contract Type
  • Salary
    £ 21000 - £ 23000 / Year
  • OrganizationType

£21,000 - £23,000 per annum
Chelmsford, Essex
Monday-Friday, 9am-5pm

*Please note, you must have previous experience in a similar role to be considered

Benefits: Excellent benefits including on-site parking, monthly and quarterly discretionary bonus, annual performance related bonus, paid overtime, social events such as summer BBQ's and Christmas parties, full training provided, study leave and support, pay rises for any financial exams passed, career progression opportunities.

My client, a successful financial consultancy company based in Chelmsford, is seeking an experienced Administrator to join their growing team. This is a fantastic opportunity to join a business who develop their team and promote within.


  • Processing business submissions within the service level agreement (SLA); recording all new business where necessary

  • First point of contact for telephone enquiries; recording call details, distributing calls to the relevant departments & assisting with any relevant queries for Admin

  • Liaising with providers and clients regarding any outstanding information

  • Responsible for one-month checks to ensure submissions are complete

  • NPW ('not proceeding with') process for business that is no longer going ahead.

  • Submitting new business to providers

  • Assisting with any direct debit cancellations and distributing to the relevant team

  • Business succession tracking

  • Monitoring shared email inboxes, ensuring any correspondence has been acknowledged and responded to by the end of the next working day, in agreement with the department SLA

  • Reviewing provider alerts and secure messages and distributing to the relevant team for further action

  • Managing ad-hoc queries from advisers, including logging phone call logs

  • Supporting with any mandatory daily tasks for the department, during staff absences

  • Providing oversight and support to the Administrator

  • Deceased client process; responsible for procedure oversight until completion; communication with clients, executors or third parties, for queries relating to policies under our management; requesting and recording all necessary documentation to complete process

  • Compliance file process; Client Services Advice Team ('CSAT') compliance file process; scanning documentation to file and referring to Compliance team

  • Responsible for any changes to the first meeting packs for all advisers, including the adding and removing of documents; printing conductor process

  • LOA stage process for initial advice meetings (including virtual files); recording submission progress in file tracker; responsible for distributing and documenting client state pension forecasts; recording relevant emails and documents to client files

  • Providing client information when requested e.g. payslips/ P60's/ valuations/ policy details etc.; any updates to client policy information e.g. pension beneficiaries etc.

  • Responsible for monitoring and checking Dynamic Planner and sending out 'Attitude to Risk' hyperlinks; re-sending reminders to clients via Dynamic planner; following up with clients

  • Issuing confirmation letters to clients that are no longer under our management, following servicing updates, on a quarterly basis

  • Providing documentation to providers, for new or existing clients, to evidence KYC/AML verification, on request

  • Responsible for cleansing of hard copy files on an annual basis; ensuring all files are shredded/ recorded on file, as necessary

Experience / skills required:

  • Experience within an IFA ideal, not essential

  • Previous administration experience essential

  • Confident on the phone with a professional telephone manner

  • Excellent attention to detail skills

Office Angels acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Office Angels UK is an Equal Opportunities Employer.

By applying for this role your details will be submitted to Office Angels. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.

To speak to a recruitment expert please contact Charlotte Sayer