Financial Planning Administrator - London, United Kingdom - Charles Stanley

Charles Stanley
Charles Stanley
Verified Company
London, United Kingdom

3 weeks ago

Tom O´Connor

Posted by:

Tom O´Connor

beBee Recruiter
Description

Key Areas of Responsibility include:


  • Processing new business and servicing existing business
  • Liaising with Financial Planners to facilitate review meetings, new client meetings and pipeline business
  • Liaising with clients, internal departments & providers where necessary
  • Creating electronic files for new clients on Intelligent Office and updating existing client records
  • Producing valuations on both JHC Order Routing, Intelligent Office and provider websites
  • Deal with daily post
  • Preparation of handouts/reports for presentations and/or internal meetings
  • Assist with manning the phones and general administration duties

Money Laundering Reporting Responsibilities:

To promote awareness of Anti-Money Laundering Rules and to ensure compliance within the Department


Qualifications:


  • A Level Standard of Education
  • Experience of Intelligent Office desirable but not essential

Experience:


  • Experience of customer service and general office duties
  • At least 3 years FP admin experience
  • Customer Service skills
  • Good communication skills written and oral
  • Good attention to detail
  • Well planned and organised
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