Bond Recruitment is delighted to be recruiting an experienced Financial Planning Administrator on behalf of our client, a very successful and well-established firm of Financial Planners based in Cheadle, Cheshire.
Role overview
* To provide an effective and efficient administration service to the Advisers and Head Office as required
* To assist Paraplanners and Advisers with the processing of cases
* To ensure the completion of all New Business cases in a timely and efficient manner
* To provide relevant MI data when requested to the Management Team
Administrative Duties
1. Complete all general correspondence as required ensuring that the Advisers and clients are provided with an effective and efficient service
2. Produce client summaries as requested for new and existing clients within specified deadlines
3. Preparing Client Review Packs
4. Advise product providers of changes of agency and sending and chasing Letters of Authority to providers
5. To complete Policy Summary Sheets once information required is received to ensure all information required has been received for the Paraplanner/ Adviser to continue with the case
6. Deal with clients in relation to queries on their policies/investments, ensuring that any necessary changes are completed by the product provider
7. Answer the telephone in a polite and professional manner
8. Liaise effective...