Our client is looking for an individual who can provide the services of a Financial Planning Administrator to the Financial Planning Department.
Our client offers an excellent renumeration package
Salary - up to £24,000 DOE
Death in service
25 days holiday
Relevant experience of working in an IFA environment is preferred
You will have attained the Financial Administration qualification from the Chartered Insurance Institute (or equivalent) or is working towards it
You will have effective use of IT including, Excel, Word, Outlook and relevant internal systems and databases including IRESS software and investment platforms
You will be client focused, able to provide excellent level of client service
You will have good written and oral communication skills at all levels, high level of accuracy and attention to detail in all areas of work
You will be able to provide transcription services to the team
You will process administration queries relating to all financial planning areas including Pension, Investments & Group Schemes from submission to completion in adherence with agreed timescales
You will carry out all client administration in line with office procedures.
You will deal with client queries (non-advice issues).
You will ensure new business is packaged up timely & accurately including the preparation of appointment packs
You will check Policy documentation/acceptance terms
You will liaise with Paraplanners and Advisers in relation to client work
You will maintain compliant client records in the office electronic folders and on the back office system
You will co-ordinate & assist with training for the administration team