Financial Planning Administrator

Posted on Jun 11, 2019 by CV-Library

Melksham, Wiltshire, United Kingdom
Call Center & Customer Service
Immediate Start
£18k - £25k Annual
Full-Time
Our client is a Financial Services Organisation who are looking to hire a Financial Planning Administrator to be based in their offices in Melksham:

The role will involve the following:

* Provide a high standard of administration and support to the Financial Planners and Owner and work with outsourced Paraplanner, to maintain and manage client records, prepare valuations and issue communication in various formats. Current systems used are Intelliflo, and various Wrap Platforms including Standard Life, Aviva, etc.

* Ensure that all records are maintained in a compliant manner

* The role will involve promoting the company’s services in a professional and FCA compliant manner

* Working in collaboration with the Financial Planner, you will deal effectively with the general running of the office and systems

* You will record any client communications (whether that communication is written, oral or electronic) including client-related communications with third parties

* Maintain and prioritise your own workload in accordance with the company’s requirements

* Ensure that New Business is processed within a timely manner and records updated accordingly

* Ensure all processes are followed, suggestions for improvements are welcomed to ensure everyone works efficiently

Requirements:

* Good financial services industry experience and knowledge of products, providers and platform solutions

* Excellent organisation and communication skills

* Effective relationship building, delivering efficient client services

* Effective time management, prioritising and proactive responsibility for own workload in accordance with company procedures

* Reporting consistently and accurately

* Excellent attention to detail and accuracy

* Ability to take initiative, problem solve and develop solutions

* Good IT skills - Intelliflo experience would be beneficial

* Compliance and regulatory awareness

Reference: 210202399

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