Financial Planning Administrator, Taunton (BW-1632)

Are you an experienced Financial Planning Administrator looking for a new opportunity in a well-established Financial Planning department, with a leading SW business, based in Taunton? 

 

We are delighted to be working with this key employer in the locality, who provide high-quality advice to over 5000 local and national businesses and individuals. Their values motivate their people to help businesses and individuals achieve their objectives:

 

 

They have won an award in 2021 for being an “Outstanding Place to Work” in the South West.

 

 

• Processing referrals, new business applications, and tracking on diary system through to satisfactory completion

• Liaising with providers to obtain accurate data gathering

• To prepare basic reports for withdrawals, trades and transfers ready for Senior Consultant approval

• Entering details onto Intelligent Office Client Database system and ensuring they are kept up to date and accurate

• Communicating with clients, taking messages and setting up meetings as required. Using own initiative to progress information for applications and reports

• Contribute towards weekly management work in progress meetings

• Daily review of work in progress list, highlighting and solving issues to support Senior Consultant at every step of the business process 

• Scanning/filing all relevant documents/paperwork (paperless office system)

• Maintaining spreadsheets to record business progress

 

 

• Strong communication skills and a focus on client care 

• Previous experience in a similar role

• Confidence in using IT software including Microsoft Excel 

• Organisation and prioritisation skills 

 

 

• Previous experience of using Intelligent Office client database/back office system

• An interest in progressing with industry qualifications

• An awareness of FCA compliance requirements