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Our client, an 'Independent' firm of Chartered Financial Planners now requires an additional Administrator to join their established and friendly team. Working alongside a number of consultants, the successful candidate should have proven experience working in a similar environment with knowledge of processing Pension & Investment applications. Working as part of a highly experienced team, providing support to the advisers and in conjunction with the Paraplanners on various administrative tasks and delivering a professional, compliant service to our clients. Duties will include;
Key Responsibilities
- Utilise client data for illustrations
- Process new business
- Prepare letters of authority for client policy information
- Answer calls and deal with clients and third-party queries
- Produce quotations
- Manage task lists and prioritise workload within deadlines
- Regularly communicate and update clients
- Schedule and manage adviser diaries for client meetings and ensure the relevant paperwork is prepared.
- Update the CRM system
- Ensure that business is conducted in a responsible, compliant, and timely manner, meeting all internal and external legislative requirements
Essential criteria
- Experience working in financial services
- Use of Microsoft Office
- Ability to work well under pressure
- Ability to prioritise and organise
- Working knowledge of investment platforms
- Excellent attention to detail
Remuneration and Benefits
- 20 days holiday plus birthday day off and Christmas/New Year period
- After 5 years holiday increases incrementally to 30 days over 5 years
- Auto-enrolment Pension
- Private Medical Insurance and Death in Service after 12 months of service
- Staff bonus scheme up to 20% of salary
- Study and exam support
