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Our Client are a well-established firm of Independent Financial Planners who now have an excellent opportunity for an industry experienced Administrator to join their thriving team.
This role will suit someone who has been working within the industry and who can demonstrate experience of administering Pensions & Investments. Our client offers a fantastic training and development programme and will therefore fully support those wishing to develop with CII examinations.
You will be working within a busy team providing Administrative support to the Financial Planners in order to ensure that customer service is of the highest standard and so that regulatory requirements are met.
Responsibilities
" Processing new business, Client Valuations, and Illustrations
" To obtain current fund values for investments and create reports from this information for customers in accordance with meeting Client expectations
" To carry out various research activities to assist in the advice process with clients.
" To support the production of pensions, life and investments valuations and quotes using established Company procedures and formats in order to help meet deadlines, customer needs and regulatory requirements.
" To contribute to organisation and planning through introducing new and improved procedures and through making best use of resources (e.g. The company Client Management System)
" To manage the process of distributing customers' letters of authority in order to ensure regulatory compliance and to ensure relevant information may be obtained in a timely fashion.
" To undertake general administrative duties (e.g. scanning, filing, preparing letters etc) in order to ensure that deadlines are met, appropriate records are maintained and are accessible, and so as to comply with regulatory compliance.
" To generate client facing documents in order to complete the advice process.
The successful candidate must have previous experience as an Administrator working within an IFA practice. You will have an eye for detail and take extra lengths to satisfy the needs of clients. You must be confident, passionate and thrives off working in a fast paced and busy team environment.
For further information please contact one of our specialist consultants quoting REF:NJR13552
