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Bond Recruitment is delighted to be recruiting an experienced Financial Planning Administrator on behalf of our client, a very successful and well-established firm of Financial Planners based in Cheadle Hulme , Cheshire.
Role overview
- To provide an effective and efficient administration service to the Advisers and Head Office as required
- To assist Paraplanners and Advisers with the processing of cases
- To ensure the completion of all New Business cases in a timely and efficient manner
- To provide relevant MI data when requested to the Management Team
Administrative Duties
- Complete all general correspondence as required ensuring that the Advisers and clients are provided with an effective and efficient service
- Produce client summaries as requested for new and existing clients within specified deadlines
- Preparing Client Review Packs
- Advise product providers of changes of agency and sending and chasing Letters of Authority to providers
- To complete Policy Summary Sheets once information required is received to ensure all information required has been received for the Paraplanner/ Adviser to continue with the case
- Deal with clients in relation to queries on their policies/investments, ensuring that any necessary changes are completed by the product provider
- Answer the telephone in a polite and professional manner
- Liaise effectively with clients, product providers, paraplanners and advisers
- Provide any general information as requested by clients, Advisers or the Management Team
- Assist other administrators as required/requested by your Manager to assist with the effective running of Head Office
- Undertake all general filing/scanning/shredding as pertaining to advisers and Management as required
- General typing of correspondence
- Any other administrative duties deemed appropriate for the role by your Manager
New Business Administrative Duties
- Ensure that all new business is input to Back Office system accurately, including commission expectations and Adviser Fees to ensure payments are matched
- Complete all compliance administration associated with new business
- Ensure new business submitted to the relevant providers is fully completed and compliant
- Monitor new business progress and chase outstanding documentation
- Accurately check and issue Policy documents where appropriate
- Any other New Business administrative duties deemed appropriate for the role by your Manager to ensure the timely and efficient completion of New Business
Skills and attributes
- Attention to detail
- Excellent standard of written & verbal communication to be able to liaise with advisers, providers and clients
- Effective technical and product research using own initiative where appropriate
- Ability to manage time and your own workload as well as working in a team
- Microsoft Office, including, Excel, Word, PowerPoint and Publisher
- Professional and positive attitude
- Strong interpersonal skills
- Strong organisational skills and efficiency
- Ability to work in a team yet use own initiative where required
If you feel you have the skills and experience and would be a suitable candidate for the role, please apply today and we will be in touch within 24 hours.
