Benefits:
Hours:9am-5pm(37.5hours)officebased(someflexibilitywithstart/finishtimes)
Holidays:28days,(4dayskeptforChristmas)plusstats
Pension
DIS
Annualbonusandsalaryreview
VariousCompanyexpensedeventsduringtheyear
Studydaysandfullexamfunding,includingstudymaterial,ifdesired
Freeparking
Role:
Duetoongoinggrowth,ourclient,anestablishedCharteredFinancialPlanningfirmbasedontheoutskirtsofDurham,islookingtorecruitanewAdministratortoaddtotheteamandhelpthemcontinuetoprovidethehighestpossiblelevelofservice,tonewandexistingclients.Thinkoldfashionedstandards,coupledwithmoderntechnologyandefficiencies.Thisisafull-time,office-basedrole,withsomeflexibilitywithstart/finishtimes.
YoullworkwithothermembersoftheAdministrationandFinancialPlanningteams,ensuringthattasksarecompletedinanaccurateandtimelymanner,followingprocessestoensurecomplianceatalltimes.
Responsibilities:-
1. Ensurecompletedapplicationsarecorrectsubmitnewbusiness
2. Monitorapplicationsanddealwithprovidersthroughtocompletionandpaymentoffees
3. Dealwithfollowonworksuchasinvestingmonies,paymentofpensionbenefitsi.e.movingclientsintodrawdown
4. Ad-hocwithdrawalsfrompensionsandinvestments
5. Updatingandmaintainingaback-officesystem
6. Toliaiseandbookappointmentswithexistingandpotentialclients,maintainingadiarysystemfornewbusinessandannualreviews
7. To...