Teamwork is the key to success, so an individual that enjoys working closely with a team and has great communication skills is a must.
An Experienced Administrator is paramount to achieving an efficient, streamlined and successful business.
Administrators are at the forefront of any company, proactively developing and maintaining effective relationships with clients, colleagues and 3rd party firms.
Administrators are often the first point of contact, able to deal with all client servicing, new business queries whilst also providing support to advisers and operational colleagues.
To ensure our Administrators can hit the ground running, we want to ensure our candidates are tailored to be the perfect fit.
When presenting our Administrators to you, we will understand how your business operates and the expectations and day to day duties and responsibilities that are expected. We will also take into consideration the following:
- Experience: We ensure our Administrators are suitably qualified, have transferable skills, and have the appropriate experience working within a required financial planning business.
- Systems and Set up: We look at your current setup, CRM systems and platforms used, and consider what training if any will be required.