Financial Planner Administrator - Belper, United Kingdom - Finlink Ltd

Finlink Ltd

Verified Company

Belper, United Kingdom

3 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

An exciting opportunity to join a small family run financial advice firm as a full-time Financial Planner Administrator.

This business is directly authorised with the FCA and works in a very collaborative and agile way.

The firm is a small team of advisers and administrators who work closely together to ensure that the client experience is exceptional.

You will join a small team and really help shape the future of the administrative processes whilst creating a long-term, successful career within Wealth Management.

The Role:

Ensuring an end to end delivery of outstanding support service to clients
Act as the first point of contact between Financial Planners and Clients
Effectively use Intelligent Office
Processing new business
Prepare review packs
Adhere to data protection & FCA regulations
General daytoday administration tasks such as dealing with client enquiries, taking telephone calls, obtaining information from providers and electronic filing
Obtaining valuations and illustrations
Liaising with clients and product providers
Dealing with Letters of Authority

Required Skills and Qualifications:

Previous experience in a Client Services / Financial Planning Administration role
Proven experience of providing quality support to Financial Planners
Experienced user of Office products.

Benefits: