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Financial Planning Administrator, Solihull (SR-943)

£18000 - £30000 + benefits

Financial Services Administrator

Knowle, Solihull

Full-Time or Part-Time Considered

Up to £30,000

Clever HR are currently representing a Directly Authorised, Independent business who are looking for a Technical Administrator to join their team.

The right individual will be enthusiastic and experienced with a clear goal to improve on their already technical abilities. They will ideally have experience of working in an Independent Financial Advisers office and have experience of working with more than one Financial Adviser.

Key Tasks:

  • Processing of new business, checking applications for completeness and ensuring that all compliance documentation is provided and up to date
  • Using Providers’ websites (including Platforms) to process new business and update existing records where necessary
  • Creating diary entries and chasing outstanding information from both clients and Providers
  • Completing relevant post and new business logs with transaction completion dates and any appropriate comment regarding the progress of specific items
  • Placing deals, income and withdrawals on platforms
  • Ensuring that all new business is processed to completion, providing the Adviser with progress reports on a regular basis and updating records where necessary
  • Obtaining valuations and ensuring that all client information is kept up to date and accurate on supporting back office systems
  • Liaising with the Adviser and ensuring that all relevant information is gathered and processed ahead of client meetings
  • Preparing and producing all relevant items required for client review meetings
  • Ensuring that all compliance, TCF and regulatory obligations are adhered to at all times 
  • Liaising with Clients, Product Providers and any other contacts on the telephone, by email or by post
  • Completing research, reports, letters and illustrations if required
  • Ensuring that all work deadlines are met, liaising closely as a team to provide a full support service to the Advisers
  • To provide any additional support to the Advisers and administration team as a whole, as and when required 

Key knowledge/skills:

  • Previous experience working for an Independent Financial Adviser would be preferred
  • A good working knowledge of Pensions, Investments and Platforms/Wraps
  • Attention to detail and a desire to complete work to a high standard
  • Excellent written and verbal communication skills
  • Good organisational and time management skills
  • Strong aptitude for technology with a very good knowledge of Microsoft software, various industry specific software and a willingness to learn new systems. Specific knowledge of Plum would be considered to be an advantage
  • A desire to work as an integral part of a team to provide outstanding outcomes to Financial Planning clients
  • An interest in pursuing professional qualifications is considered to be beneficial

The right candidate will be supported in their desire to pursue professional qualifications, in particular with regard to progress towards a Level 4 Diploma qualification. This can be utilised for career development within the company. 

Employment type: 
Employed (Full Time)
Reference Number: