My client is a boutique advice practice based on the outskirts of Bury St. Edmunds.
My client is currently looking for an experienced administrator to join their existing team of financial planning support professionals, who support their advisers.
Job Specification:
You will take phone calls in a professional and courteous manner and deal with a range of enquiries or transfer to another member of staff where appropriate
You will maintain up to date records of vital communication with providers and clients
You will deal with queries on existing business on behalf of advisers or clients
You will manage the daily incoming post for advisers, ensuring copies are backed up and relevant information is added to my clients back office system
You will correspond directly with clients to make/adjust appointments and manage adviser’s diaries
You will prepare client files including proposition documents, anti-money laundering evidence and agency transfer forms
You will generate detailed and accurate material for review meetings, including portfolio reports, investment analysis and Dynamic Planner reports
You will complete post client review tasks, including outcome letters, instructing transactions and ensure all regulatory requirements have been met
You will provide a high standard of record keeping ensuring all cases are fully compliant and centralised company registers are updated
You will process new business, liaising closely between the advisers and providers and ensuring that all compliance requirements are met
You will run quotes on a range of platforms and across various products
You will compile reports for existing business and new cases
You will maintain a high standard of organisation, including emails, back-office systems, company spreadsheets and shared folders.
Key Skills:
* Compliance & regulatory adherence
* Accurate record-keeping & case management
* Portfolio reporting & investment analysis
* New business processing & provider liaison
* Financial product knowledge & quoting systems
* Client communication & relationship management
* Professional telephone & written correspondence
* Great organisation & time management
* IT proficiency (back-office systems, spreadsheets, platforms)
* Problem-solving & query resolution
* Team collaboration & workflow coordination
Benefits:
22 days holiday plus bank holiday (office closed at Christmas) – holiday allowance increases with service
Death in Service life cover policy
PMI
Private Pensions Scheme
9:00 -17:30 office hours (with some flex and hybrid working)
Professional qualifications supported and paid for
A progressive firm who promote from within