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Financial Services Administrator - Manchester, United Kingdom - Jane Deane Recruitment Limited

Jane Deane Recruitment Limited

Verified Company

Manchester, United Kingdom

1 month ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Administrator required to perform the following tasks:

Prepare appropriate client meeting packs
(introductory, factfind, review and presentation meetings).

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Create new client records for new business and prospects.
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Responsible for ensuring all prospects are uploaded and ringfenced.
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Responsible for maintaining fully compliant records; update database.
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Update database after every client meeting (including notes taken).
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Update business cases on whiteboards and relevant tracking and processing spreadsheets.
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Responsibility for the end-to-end processing of all business in a timely manner.
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Responsibility for processing withdrawals, contributions, fund switches and client requests such as name change

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Effectively track LoA's and check plan information; updating systems.
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Proof read suitability letters.
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Administer client complaints (to be overseen by a paraplanner).
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Check Policy Services mail on a weekly basis (send letters where necessary).
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Take responsibility for own professional development.
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Assist clients with completion of medical questionnaires.
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Provide clients with a timely update as to progress of business.
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Ensure that the business is registered with new external providers.
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Answer the telephone within the agreed service level.
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Meet and greet clients in the absence of the PA.
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Adhere to rota for general office duties
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This list is not exhaustive and adhoc tasks may be required.

Personal Profile:

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Ability to build strong relationships with others by delivering on promises, and by dealing effectively and courteously with queries.
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Able to multi-task and work to deadlines, ensuring quality is never compromised.
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Deliver a first-class service in accordance with practice standards.
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Demonstrate excellent verbal and written communication skills, internally and externally.
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Ensure that your actions are consistent with the culture of the company
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Consistently strive to be the best you can be.
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Approach work positively with a can-do attitude and take responsibility for your tasks.
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A flexible approach is required.
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Ensure confidentiality is maintained at all times.
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Display professional appearance to maintain company brand.

Job Types:
Full-time, Permanent

Salary:
Up to £28,000.00 per year

Benefits: