Financial Planning Administrator - GatesheadTempest Jones have a fantastic vacancy for a Financial Planning Administrator to join a busy firm of financial planners based in Gateshead. This is an integral and varied role and your experience in providing high quality administrative support will be invaluable to the whole team.
You will act as the point of contact for client queries with regards to pensions, investments and protection as well as liaising with product providers and covering all aspects within the general office administration to ensure a first-class service is provided to internal and external parties.
On offer will be a competitive salary, study support and continued professional development within a friendly and supportive team.
Responsibilities
1. Liaising with providers by telephone/email in relation to new and existing business.
2. Processing new business and monitoring applications to completion.
3. Processing amendments to existing plans e.g. assignments, business terms etc.
4. Obtaining valuations and new business illustrations.
5. Accessing provider platforms.
6. Scanning and recording client files to the back-office system.
7. Daily use of IO (Intelligent Office).
8. Creation of letters and emails to clients, product providers etc.
9. Managing workflow, pipeline and diary entries.
10. Liaising with advisers and paraplanners in respect of bu...