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Senior Financial Planning Administrator

Blakemore Recruitment
Posted 16 days ago, valid for 7 days
Location

Ipswich, Suffolk IP15BH, England

Salary

£25,000 - £30,000 per annum

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Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • A Financial Planning practice in Ipswich is seeking a Senior Financial Planning Administrator to join their team.
  • The position offers a hybrid working model of 3 days in the office and 2 days at home.
  • Candidates should have a minimum of 12 months experience as a Financial Services Administrator, ideally supporting Financial Advisers.
  • The salary for this role is competitive, reflecting the candidate's experience and skills.
  • Key responsibilities include providing administrative support, ensuring compliance with FCA regulations, and maintaining client relationships.

We are currently recruiting for a Financial Planning practice based in Ipswich who are looking to recruit a Senior Financial Planning Administrator to join their team. This role offers hybrid working 3 days office/2 days home.

Purpose of the Role :

To competently provide administrative support and servicing within FCA rules and the firm’s procedures to colleagues and clients.

Duties & Responsibilities :

  • Comply at all times with the Compliance and Training and Competence Procedures of the firm.
  • Comply at all times with the requirements of the Financial Services and Markets Act 2000, and the FCA Principles & Regulations.
  • Ensure that clients are treated fairly and promptly.
  • Providing administrative support to the Financial Services team to ensure deadlines are met.
  • Providing comprehensive pre and post-meeting support for the Advisers
  • Ensure full assistance with the preparation of valuation reports and documentation in readiness for client meetings
  • Liaising with clients, providers and third parties
  • Drafting Suitability Reports
  • Updating all relevant systems and ensuring correct completion of necessary documents
  • Create and maintain records and databases with client, financial and other data.
  • Communicate with clients and insurance companies via telephone, email and post.
  • Gathering, reviewing and interpretation of information
  • Attend client and /or insurer meetings as and when required
  • Ensure that any client complaints are referred immediately to the Managing Director and Training and Compliance Officer.

IT skills:

  • ï‚· Experienced in using Microsoft Office - Email, Word and Excel.
  • ï‚· Ability to competently use all in-house and external systems as adopted by the company.

Personal Profile:

  • Good literacy and numeracy skills and the ability to write letters and communicate complex insurance matters to clients in a clear and concise manner
  • Committed team player - supportive of other team members and offering assistance as workload dictates
  • Proven experience as a Financial Services Administrator, preferably with exposure to supporting Financial Advisers in a technical administration capacity for a min 12m period
  • Knowledge across investments, pensions and protection/life cover with any tax or trust exposure a significant bonus
  • Attention to detail with excellent organisational & planning skills with ability to prioritise workloads
  • Flexible approach to work
  • Able to develop and maintain excellent working relationships with colleagues, customers, insurers and service providers.
  • Able to act on own initiative and to use experience and judgement in making decisions -including when to refer to senior staff member

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.