Our client is looking for a Financial Planning Administrator to join their busy team, providing a high level of administrative support to Financial Planners, Paraplanners and the technical support team.
Key Responsibilities
A range of administrative tasks, including filing, photocopying, collating information, and composing letters and e-mails.
Prepare letters of authority and letters of appointment as requested.
Prepare paperwork required by team members for meetings, business submissions and the processing of new business applications.
Team administration and compliance regarding client service matters.
Liaise with external product providers to obtain all necessary information on the client's existing arrangements and implementation of new business.
Obtain product research, information and new business illustrations as requested by the wider team.
Liaise with providers regarding commission and fee payments.
Work with the technical support team to progress client cases.
Keeping the Financial Planners updated with regards to progress of client cases.
Key Competencies
Deliver on agreed objectives promptly; prioritises workload; remains professional under pressure.
A confident and clear communicator, attention to detail able able to keep accurate record. Able to use of new technology.
Positive attitude to find solutions in line with FCA principles. Use client feedback to improve customer service.
Able to maintain a high volume of work, striving for continual improvements; understands individual contribution in relation to corporate objectives; presents a positive image and approach to change.
Shares knowledge, skills and experience with colleagues; understands team goals; is cooperative and supportive of others.
About You
Previous office experience, preferably within the Financial Services (pensions or IFA) industry would be desirable.
Previous experience of providing customer service.
A diligent worker with a high level of attention to detail.
Previous experience of using CRM software is advantageous.
Financial Planning Administrator, Ipswich (BW-1999)
Our client is looking for a Financial Planning Administrator to join their busy team, providing a high level of administrative support to Financial Planners, Paraplanners and the technical support team.
Key Responsibilities
Key Competencies
About You
Working hours: 9.00am to 5.30pm, Monday to Friday
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