Administrator/ Business Development Executive

Frontier Wealth; London; On-site; GBP 20,000 - 30,000; Part time

Job summary

A leading company in the financial services sector is seeking a part-time Administrator/ Business Development Executive. This role involves managing client meetings, preparing documentation, and supporting the Advice Team. The ideal candidate will have prior experience in office support, strong client interaction skills, and be proficient in Salesforce and Microsoft Office 365.

Qualifications

• Previous experience in an office support role.
• Knowledge of relevant regulations (desirable).
• Experience with client management systems.

Responsibilities

• Manage client reviews and documentation.
• Handle diary and email management.
• Build and maintain client relationships.

Skills

Client interaction

Written communication

Attention to detail

Time management

Problem-solving

Teamwork

Education

Experience in financial services or related sector

Tools

Salesforce

Microsoft Office 365

Job description

Administrator/ Business Development Executive

Administrator/ Business Development Executive

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This is a part time role to be based in our shopfront office on Whetstone High Road (N20). The successful candidate will be based in the office between 09:30 & 15:00, Mon-Fri.

Key duties and responsibilities:

· Appointment making for client review meetings

· Preparing documents for client review meetings, client meeting debriefs and actions

· Management and execution of client reviews, service level standards

· Daily updates on tasks in hand & general office administration

· Effective diary and email management

· Emails and related correspondence from meetings

· Building client relationships and managing client expectations in line with service standards

· Dealing with all incoming client enquiries including walk-ins and responding in line with Practice Service Level Standards

· Processing applications and submitting all business

· Preparation of all standard advice documentation

· Full management of pipeline and issuing business

· All administration support to Advice Team, as appropriate.

· Management of pre and post meeting actions (non-technical).

· Keeping all matrix, new business, transfers and switch/surrender spreadsheets up to date.

· Keeping Workflow up to date, including client review dates and client contact for compliance purposes

· Assist Advice Team with client events whether in-office or external including assisting with their organisation and follow up with clients/ prospects

· Software: Use of Salesforce, iBusiness and Microsoft Office 365 (Especially, OneDrive, Outlook, Word, Excel & PowerPoint)

· Taking enquiries via telephone, office walk-ins, meeting/ greeting clients coming into the office for meetings, making tea/ coffee etc.

· Business Development

· Marketing in line with advice team requirements. Event planning etc.

Person specification:

Knowledge and experience:

· Previous experience in an office support role, ideally in financial services or related sector;

· Knowledge of relevant regulation and legislation (desirable);

· Experience of client management systems such as Salesforce, iBusiness & Microsoft Office 365

Skills and behaviours:

· Excellent face-to-face and telephone client interaction skills and ability to build rapport swiftly;

· Excellent written communication skills;

· Broad experience of Microsoft Office (Outlook, Word, PowerPoint, Excel);

· Strong attention to detail;

· Manages time effectively with the ability to multi-task;

· Keeps calm when faced with conflicting demands and handles these effectively;

· Demonstrates a positive attitude at all times;

· Works well on own tasks as well as on shared goals as part of a team;

· Open to change with a creative approach to problem solving.

o Quality Focus: Takes personal responsibility for the quality and timeliness of work and achieves results with minimal supervision. Stays focused on tasks despite distractions and interruptions.

o Teamwork: Promotes cooperation and commitment within a team to achieve goals and deliverables.

o Embracing Change: Responds positively to change, embracing and using new practices or values to accomplish goals and solve problems.

o Developing Self and Others: Demonstrates an ongoing commitment to learning and self-improvement.

o Communicating Effectively: Understands and learns from what others say and conveys ideas and facts using language the audience will best understand.

o Planning and Organising: Manages own time, priorities, and resources to achieve goals.

o Client Care: Builds and maintains a first-class experience for the client through the products and services offered by the business.

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Part-time

Job function

• Job function

  Business Development and Sales

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