We’re hiring, could you be our new Administrator?

At Sedulo we are building a world class team to deliver our mission to make positive change in the communities we work in. We do this by:

• Working with our clients to transform their business and personal finances
• Connecting and contributing to the business community in the cities we are located in
• Working with charities by volunteering, fundraising and influencing change both now and in the future through the Sedulo Foundation
• Being a great place to work and develop your career

Role Purpose

To provide an effective and efficient administration service to the Financial Advisers, Mortgage Advisor and Paraplanning team and excellent customer service to clients.

Role Responsibilities

• Dealing with “on-boarding” of new clients and enquiries efficiently and in a timely manner.
• Ensuring new business submitted to providers is fully completed and compliant, before then updating back-office system and new business register.
• Monitoring new business progress and chasing outstanding documentation.
• Supporting the Mortgage Advisor with all mortgage case work and related administration.
• Checking accuracy of policy documents prior to issuing to client.
• Generating quotes and illustrations using Avelo Exchange or other databases as required.
• Handling all general correspondence as required, ensuring that advisers and clients are provided with an effective and efficient service.
• Liaising effectively with clients, product providers and advisers in an efficient, polite and professional manner.
• Attending to any other duties within the Wealth Management team as required.
• Demonstrate awareness and practical application of the principles of TCF

Knowledge, Skills and Experience Required

• Previous experience within a financial services or mortgage administration role
• Basic understanding of a variety of financial services products
• Advanced Microsoft Word, Excel and PowerPoint skills
• Team player but able to work independently and using own initiative
• Ability to organise, prioritise and having an eye for detail
• Proficient in use of Intelligent Office and experience of using Analytics is advantageous but not essential