My client is a leading finance planning organisation based in Southport and are looking for an Administration Manager to join their growing team!
Duties will include:
Assisting the Financial Planners with pre-meeting/pre-contract preparation including research into clients' existing arrangements and the production of compliant illustrations, supporting documentation and application forms.Assisting with both new business application forms, proposals and supporting documentation and activities with existing clients such as fund switches, withdrawals and assignments of policies.
Administration of pension contracts (including SSAS, SIPP and personal pensions), property purchases, rentals and sales, Insurance Company Bonds, General Investment Accounts and ISAs.
Recording and updating of relevant client information in the CRM and completing any actions required following a client review meeting
Support advisers with client meeting preparation which can include provider documentation or presentation reporting.
Office systems and administration - providing support with the development and maintenance of the standard operating systems of the firm including general day to day office administration.
This is a hybrid role with office days based at the company head office in Southport. Salary on offer is up to £32,000 per annum with an excellent benefits package including 25 days holiday, life cover, 5% pension matched contribution, enhanced maternity and paternity pay, discretionary bonus and gym membership.
To be suitable for this role you will have 3 years' experience gained in an administrative role with a financial planning organisation.
Email your CV today to be considered for this role - if you do not hear from us within 10 days, please assume you have not been successful.
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