Private Client Administrator - Leamington Spa, United Kingdom - Countrywide Tax and Trust Corporation

Countrywide Tax and Trust Corporation
Countrywide Tax and Trust Corporation
Verified Company
Leamington Spa, United Kingdom

3 weeks ago

Tom O´Connor

Posted by:

Tom O´Connor

beBee Recruiter
Description

Summary of Key Responsibilities and Role

  • The role will involve promoting the company's services in a professional and FCA compliant manner.
  • Initially starting as an IFA Administrator supporting the Paraplanners within the team and working in collaboration with Private Client Advisers with progression towards becoming a Paraplanner if desired.
  • Duties include dealing with letters of authority, withdrawals, valuations, client queries and business packaging and processing. Plus, ongoing running of the IFA backoffice system.
  • Preparation of annual review packs and meeting packs for IFA's

Principle Responsibilities

  • Work towards being able to demonstrate an understanding of pensions, investments, protection, and corporate schemes.
  • Prepare annual review packs for the clients and Private Client Advisers and assisting them with the review process.
  • Have full commitment to open and honest business practices in line with regulatory requirements.
  • Support the Paraplanners in research and analysis to meet client needs and objectives.
  • Support the Paraplanners to enable them to prepare client financial plans and suitability reports.
  • Working with the Paraplanners and Private Client Advisers you will discuss the client's objectives, identifying and obtaining the information necessary to compile the financial report.
  • Inputting of data into the backoffice system and ensuring this is maintained with current information and always kept up to date.
  • Complete continuous professional development to meet best practice requirements and personal development needs. This will include professional qualifications and attending courses provided by third parties.
  • You will commit to continuous personal development, keeping knowledge up to date and retaining supporting records for review.
  • Attend client meetings with Financial Planners as required.
  • Liaise with product providers and other third parties to acquire additional information that may be required in order to assess the client's present arrangements, needs and to formulate recommendations.
  • Obtain information, quotes, illustrations, and product details, and provide comparisons for analysis.
  • Use Company Systems and input Will and Trust cases for the Private Client Advisers.
  • To demonstrate full commitment to open and honest business practices in line with regulatory requirements.
  • To make appropriate recommendations for service improvement.
  • To undertake any other appropriate duties as may be required.
  • To attend and complete relevant training.
  • To cooperate with and take part in the business's appraisal process.
  • To demonstrate support for the Firm's development and values.

Key Knowledge and Required skills:


  • Excellent administration skills and good attention to detail
  • Excellent communication and organisational skills
  • Excellent IT skills
  • The ability to learn quickly and be a team player.
  • The ability to learn how to use different software used across the company.
  • You will be a good communicator, confident on the phone and the written word.
  • Competent with diary management.
  • You should be PC literate you will require a thorough working knowledge of using MS Outlook/Word and a basic level of MS Excel.
This role may lead to the opportunity to develop as a Paraplanner.


Job Types:
Full-time, Permanent


Pay:
From £23,000.00 per year


Benefits:


  • Free parking
  • Onsite parking
  • Referral programme

Schedule:

  • Monday to Friday

Supplemental pay types:

  • Performance bonus

Work Location:
In person


Reference ID:

CTTPCA
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