Job Title: Financial Planning Administrator (Case Manager)
Location: Sunderland (outskirts)
Salary:£21,000 - £24,000 per annum (dependent on experience)
We are currently seeking a highly organised and efficient Financial Planning Administrator (or Case Manager) to join our client, a reputable financial planning practice on the outskirts of Sunderland. The ideal candidate will provide administrative support to a team of financial planners, ensuring the smooth operation of the practice and contributing to their commitment to providing exceptional service to their clients.
Key Accountabilities:
1. Providing comprehensive administrative support to the financial planning team, including file management, scheduling appointments, and handling client enquiries.
2. Maintaining accurate client records and databases, ensuring data integrity and confidentiality.
3. Document compliance checks, chasing ID when required.
4. Assist in the preparation of financial planning documents, reports, and presentations.
5. Collaborating with team members to ensure compliance with regulatory requirements and internal policies.
6. Producing compliance reports to inform Firms of any outstanding documents, to enable them to update cases in a timely manner and to resolve any withheld commission issues.
7. Handling telephone enquiries, forwarding to relevant departments...