Financial Planning Administrator
As a key member of the Client Administration team you will be responsible for the day‑to‑day support and servicing of private clients relating to their pension and investment needs. You will work closely with the Client Administration Team Leader and the established team of Administrators to provide an integral function to the wider team.
Main Duties
The role will see you working closely with the Client Administration Team Leader and a team of Administrators to support Paraplanners and Financial Planners.
Client Administration Support and Servicing to Include the Following
* Processing and chasing new business
* Illustrations and projections
* Valuations
* Assist with the daily telephone answering within the team
* Accurately update and maintain information on the back‑office system
* Liaising with providers to obtain fund values/unit prices/transaction statements
* Preparation of enclosure documents for suitability reports
* Liaising with clients and providers
* Raise invoices where required, and ensure all remuneration records are correct, actively chasing Providers and Clients where remuneration is outstanding
* To comply at all times with the Compliance and Training and Competence Procedures of the Company
* Action post in and out, sort, prioritise on receipt, scan and refer to appropriate adviser as and when applicable within acceptable time scales
* Prioritise and action all activity entries allocated for clients taking into consideration all the work being undertaken for the clients allocated
* Preparation for client meetings within agreed timescales following the Company’s procedures to include all meeting pack documentation
Knowledge and Experience
* Highly knowledgeable in all aspects of financial services administration
* A strong level of technical and industry knowledge with a wide range of financial products and services
* Confident using Microsoft Office products and the ability to learn new systems and processes.
* Strong time management and prioritisation skills
* Good written and verbal communication skills.
* Ability to work under pressure with excellent attention to detail
Personal Skills
* Ability to build and develop effective working relationships
* Accessible, approachable and have a positive attitude
* Effectively work within a team
* The flexibility for and commitment to continual service development and improvement
Benefits of Joining the Business
* Death in Service
* Private Medical Insurance
* Group Income Protection
* Employee Assistance Programme
* Medicash
* Private pension
* Discretionary 10% annual bonus
* Flex/Hybrid working
A very generous salary is being offered, company bonus, excellent benefits, and a professional and encouraging working culture are all available with this national brand.
Home/office hybrid working is fully supported during the working week.
Location: Northallerton, North Yorkshire – Hybrid Working Available. Salary: £28,000 – £33,000 per year. Job type: Permanent. Posted: 25/06/2024.
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