Group Administrator at Cloudcenta

Job Purpose: To provide administration support to the New Client & Existing Client Teams, ensuring all preparation of packs are completed and compliant within the set deadlines.

Critical Tasks

Ensure all sign up packs are accurately complete within the correct deadlines.
Raise risk alerts appropriately and consistently.
Ensure the correct advice proposed is suitable and compliant.
Ensure your training and development is completed to high standards.
Where new business is identified, obtain Letters of Authority where required.- Follow LOA's through to receipt of initial information within agreed timescales.- Accurately complete skilled reading and data input on information received.- Identifying what information is outstanding and chasing accordingly.- Adhere to the Reeves Centralised Advice Proposition (CAP), agree the advice with the Servicing Adviser and produce the relevant documentation for the Adviser to present the solution.- Where new business is identified, produce the relevant documentation for signature.
Completing existing client submissions in your client banks.- Ensuring careful and accurate completion and recording of forms.- Understanding the importance of detailed and accurate commission profiles.- Communicating with the client to update them on the status of their submission.- Ensure accurate completion and update of KPI records.- Ensuring submitted files are compliant.
Completing accurate data input into the correct areas on our CRM system- Ensuring all necessary notes for each case is noted fully for internal departments in line with the pack creation process.
Answer inbound calls in a polite and friendly manner, redirect calls as needed.- Complete scanning, filing and printing as and when needed- Administration of portfolio rebalances
Communicating effectively and respectfully with all co-workers, clients, and 3rd parties- Compliance with all company policies and procedures.- Compliance with the regulator, the FCA. - To behave in a fit and proper manner in accordance with a professional organisation. - GDPR and data protection is always followed.- All information is accurately recorded/logged.

Desired Skills