We have an exciting new opportunity to join this directly authorised Financial Planning firm that delivers tailored and holistic advice to corporate and private individuals.
With offices in the Midlands and London the firm continue to go from strength to strength and this additional role has arisen as a result of the firm's continuing growth
The Role
The opportunity is an Administrator role supporting the advisers in relation to financial planning for clients to include savings and investment plans, pensions and protection products along with corporate clients in relation to pension and risk benefits for their staff.
General day to day administration of Life, Investment and Pensions including:
Submission of new online applications / top ups and processing of paper-based applications for life, investment, platform and pensions business and ensuring that they are processed compliantly, to a satisfactory completion and issue of plan documents
Maintain / keep up to date all trackers / spreadsheets
Running comprehensive IO activities for each piece of business whether it is new business, top ups and any other policy variations for example Change of DFM/Model, Fund Switches
Adding fees/ payaways /splits entries to IO
Oversee management of Annual Reviews and Portfolio Reviews that are due i.e. ensuring delivery and action by adviser and Review Team
Assist the Review Team with the preparation of AR’s & PR’s in overflow situations
Check Portfolio Reports prepared by Review Team
Liaising with clients, solicitors, accountants, life offices, lenders and platform providers by telephone, e-mail, fax and letter
Handle administration enquiries / queries as directed by the Client Services Manager
Provide training / mentoring to apprentice staff as directed by the Client Services Manager
Prepare Platform withdrawals / fund switches / transactions for approval
Producing ad-hoc and standard letters in response to customer/provider queries
Obtaining life, investment and pension quotations using research tools
Presenting quotations to advisers along with relevant data and documents required for the advice to be provided
Have a comprehensive understanding of the IO back-office system and how it is integral to the business
Have working knowledge of platforms and how they operate including the maintenance of cash balances
Ensuring all files are compliant and prepare and maintain compliance documents
Handling Group Scheme Renewals/ Auto Enrolment schemes with the systems in place, i.e. paper based or on line to include Renewal invitation and take up and on-going support throughout the year with member servicing etc
Provide on-going administration of platform and non-platform-based investment and pension products including SIPPs and SSASs
About You
Experience within the Financial Services industry essential, ideally 2/3 years within an financial planning firm
You will have a professional, positive mindset and a desire to develop your career within Financial Planning
Enthusiastic mindset with Strong IT skills - particularly MS Excel
Excellent customer service skills, delivering support in a professional and courteous manner
Strong attention to detail
Experience with I/O (Intelligent Office) desirable
Experience submitting new business on a range of provider platforms desirable
Financial Planning Administrator, Birmingham (BW-2007)
We have an exciting new opportunity to join this directly authorised Financial Planning firm that delivers tailored and holistic advice to corporate and private individuals.
General day to day administration of Life, Investment and Pensions including:
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