This Job Vacancy has Expired!

Financial Planning Administrator

Posted on May 31, 2019 by CV-Library

Norwich, Norfolk, United Kingdom
Call Center & Customer Service
Immediate Start
£21k - £24k Annual
Full-Time
Role Objective

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

Pension

Death in service

25 days holiday

Key skills

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

Key responsibilities

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

Reference: 202713733

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