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Blakemore Recruitment
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Job Reference:
f32f8069b722
Job Views:
81
Posted:
22.06.2025
Expiry Date:
06.08.2025
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Job Description:
We are currently recruiting for a highly regarded Financial Planning practice based near Berkhamsted. They are seeking a Senior Administrator to join their team. The role involves complex NB administration, including DB, IHT, and pension transfers.
Job Overview
The role involves supporting financial advisers, paraplanners, and the practice to ensure clients receive high-quality financial advice. The primary focus is managing and processing post-sale administration efficiently through the sales pipeline.
Responsibilities and Duties
* Complete post-sale administration, update client information in the intelligent office database, and prepare Wealth Reports.
* Gather information such as CETVs, illustrations, LOAs, and policy checklists for complex cases.
* Administer new business and review cases, submit applications to providers, and ensure cases are in force promptly.
* Maintain and prepare client files in compliance with standards.
* Assist paraplanners with administrative tasks as needed.
* Occasional report writing for Bed & ISA, fund switches, reviews, withdrawals, etc.
* Handle client liaison and complaints.
* Provide general administrative support in colleagues' absence.
Qualifications
* At least 2 years of experience in a Financial Planning Advisers environment.
* GCSE English & Math (C or above).
* Understanding of the financial planning process, including MIFID & GDPR.
* Experience with platform providers such as Prudential, Aegon Arc, OMW, Fidelity, Elevate (applications, sell downs, phasing, withdrawals).
* Knowledge of intelligent office, Avello Office, or similar back-office systems.
* Proficient in processing new business applications and managing pipeline cases.
* Excellent written and verbal communication skills.
* Problem-solving skills for complex issues.
* Analytical skills and data interpretation.
* Meticulous attention to detail.
* Ability to work independently and as part of a team.
* Strong organizational and planning skills.
* Customer-focused with experience in client liaison and complaint handling.
* Experience with DB pensions and pension transfer administration.
* Working towards Level 4 industry-recognized exams (CII or LIBF).
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