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    Financial Planning Administrator, Gainsborough - Clever-HR

    Clever-HR
    Clever-HR Gainsborough, United Kingdom

    1 month ago

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    Full time
    Description

    Financial Planning Administrator, Gainsborough

    up to £25,000 d.o.e

    Role Purpose

    • To support the Adviser Team with preparing them for client meetings and discharging their responsibilities to their existing clients / prospective clients whilst ensuring that our service offering is outstanding.

    Activities and Responsibilities

    • Maintain effective diary system to ensure clients are offered review meetings at the appropriate time.
    • Contact clients and book review meetings using diary colour coding system. Confirmation letters/emails to be sent to clients.
    • Prepare meeting packs for Advisers including valuations and all other relevant documents required on the One Note system.
    • Monitor / chase for the return of meeting notes uploaded to One Note by Adviser.
    • Ensure that client meeting notes are recorded on the system, including e-briefings, Curo/CRM's, CRR's, Client ID, service questionnaires, review dates updated, scan notes to system.
    • Construct appropriate post meeting letter for issue to clients from Adviser notes.
    • Meet & greet Advisers clients' when meetings are held onsite. Ensure welcome screen is displayed in reception and guests sign in to the Visitors Book.
    • Send off any Letters of Authority bought back from client meetings and record in working spreadsheet ensuring information is chased as required. Keep Adviser updated of progress throughout.
    • Process change of address requests, updating systems and notifying the admin centres.
    • Update systems and administration departments of any Death notifications.
    • Make adviser aware of documentation received in relation to clients and provide general support as required.
    • Act as a point of contact for clients and deal with routine issues/queries.
    • Client celebration cards and sympathy cards to be arranged as necessary and sent to clients.
    • Stationery stocks to be maintained within the Pod to ensure all documentation is current, recycling pile to be checked and added back to stationary stocks as appropriate.
    • Completion of "Confirmation Withdrawal and Rebalance letter".

    Skills and Experience

    • Knowledge and understanding financial planning procedures and responsibilities to ensure clients receive an outstanding service.
    • Professional and warm telephone manner.
    • Ability to relate to the pressures on the Adviser Team and ensure an effective and efficient two-way relationship.
    • Team player.
    • Product and market knowledge would be desirable.

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