Ranked as one of the Top 100 Financial Advisers in the country with the FT Adviser Top 100 for six consecutive years to 2025.
At Douglas Steers and Company, we are dedicated to helping our clients achieve their financial goals through expert advice, strategic planning, and personalised financial solutions. We pride ourselves on fostering a collaborative and supportive environment, valuing every team member’s contribution while promoting continuous professional development.
Position Overview:
We are seeking a Letter of Authority Administrator to join our support team. The successful candidate will be responsible for liaising with third parties to obtain necessary authorisation and information whilst maintaining accurate records of all Letters of Authority and related correspondence, ensuring timely follow-up and resolution of outstanding matters.
Basic Salary £25,000-£28,000
· This role is fully office based.
Key Responsibilities will include but are not limited to:
· Sending of Letters of Authority to pension and investment companies
· Chasing through Letters of Authority and obtaining information requested
· Completing letters to clients confirming policy information obtained
· Making outgoing calls to pension and investment companies to obtain client information
About You:
· Thrive in a fast-paced work environment with the ability to manage multiple tasks simultaneously
· Comfortable handling a heavy workload and adapting to shifting priorities
· Demonstrate excellent time management skills, consistently meeting deadlines
· Work well under pressure while maintaining a high standard of work
· Proactive and solutions-focused, with a keen eye for detail
· Able to stay organised and efficient in a dynamic setting
· Proficiency in Microsoft Office Suite and Outlook; particularly Excel and Word
Benefits:
· 33 days holiday (including bank holidays)
· No weekends
· Christmas Closure
· Full back-office support
· Expanding business and opportunity to grow
· Company events
· Wellbeing support
· Cycle to Work scheme (after 2 years)
What next?
If you are passionate about helping individuals and families achieve their financial goals, eager to take the next step in your career and believe you have the skills and experience to thrive in this role, we'd love to hear from you!
Douglas Steers & Company is an equal opportunity employer and is committed to fostering an inclusive, diverse, and respectful work environment for all employees.
Job Types: Full-time, Permanent
Pay: £25,000.00-£28,000.00 per year
Benefits:
- Company events
- Company pension
- Cycle to work scheme
- Free parking
- Health & wellbeing programme
- On-site parking
Education:
- GCSE or equivalent (preferred)
Experience:
- Administrative experience: 1 year (preferred)
Work Location: In person
