Financial Planning Administrator
North Somerset
Salary £25,000 - £38,0000 p.a., DoE plus benefits
We are delighted to represent this independently owned Chartered firm of Financial Planners who are seeking an Administrator to join their busy team.
Working in collaboration with Financial Planners, Paraplanners and other colleagues, you will maintain and manage client records, process life, pension and investment new business, answer and deal with telephone enquiries, prepare valuations and other letters, all the while promoting the company's services in a professional and compliant manner.
Key Responsibilities
Prepare application forms and paperwork for clients to complete
Process and manage new business and servicing through to completion. Chase progress of applications; alerting Financial Planners to any issues arising and keeping clients up to date with any progress
Make changes to clients’ investments as instructed by paraplanners or planners
Prepare client portfolio valuations and review documents
Prepare and dispatch reports
Regular meetings with Paraplanner and Planner to discuss work in progress
Ad-hoc project work
Peer checking review documents and other work when required
Update and maintain the Client back-office system
About You and Your Key Skills
Good understanding of the industry and a basic technical knowledge, ideally with 2 two years’ experience in a similar role within a Financial Planning office
Excellent numeracy and literacy skills, GCSE grades A - C (or 4 - 9)
Computer Skills – competent in the use of relevant packages including Word and Excel
Excellent attention to detail, good organisation and time management skills
A critical thinker and a good problem solver
Good communication skills both face to face and over the phone
Able to work under own initiative and as a team player
Detailed knowledge and understanding of a firms record keeping requirements
Understanding of the provision of advice to clients in a compliant manner
Experience with I/O, desirable
Salary & Benefits
Competitive salary depending on experience
Group Life cover
Group Income Protection
Simply Health cash pan
Private Medical Insurance
Workplace Pension
Free Parking
Cycle to Work scheme
25 days hol + BH + birthday off and 1 charity work day a year, increasing with service max 30
Financial Planning Administrator, Bristol (JR-2043)
Financial Planning Administrator
North Somerset
Salary £25,000 - £38,0000 p.a., DoE plus benefits
We are delighted to represent this independently owned Chartered firm of Financial Planners who are seeking an Administrator to join their busy team.
Working in collaboration with Financial Planners, Paraplanners and other colleagues, you will maintain and manage client records, process life, pension and investment new business, answer and deal with telephone enquiries, prepare valuations and other letters, all the while promoting the company's services in a professional and compliant manner.
Key Responsibilities
About You and Your Key Skills
Salary & Benefits
Similar Jobs