- To provide an effective and efficient administration service to the Advisers and Head Office as required
- To assist Paraplanners and Advisers with the processing of cases
- To ensure the completion of all New Business cases in a timely and efficient manner
- To provide relevant MI data when requested to the Management Team
- Complete all general correspondence as required ensuring that the Advisers and clients are provided with an effective and efficient service
- Produce client summaries as requested for new and existing clients within specified deadlines
- Preparing Client Review Packs
- Advise product providers of changes of agency and sending and chasing Letters of Authority to providers
- To complete Policy Summary Sheets once information required is received to ensure all information required has been received for the Paraplanner/ Adviser to continue with the case
- Deal with clients in relation to queries on their policies/investments, ensuring that any necessary changes are completed by the product provider
- Answer the telephone in a polite and professional manner
- Liaise effectively with clients, product providers, paraplanners and advisers
- Provide any general information as requested by clients, Advisers or the Management Team
- Assist other administrators as required/requested by your Manager to assist with the effective running of Head Office
- Undertake all general filing/scanning/shredding as pertaining to advisers and Management as required
- General typing of correspondence
- Any other administrative duties deemed appropriate for the role by your Manager
- Ensure that all new business is input to Back Office system accurately, including commission expectations and Adviser Fees to ensure payments are matched
- Complete all compliance administration associated with new business
- Ensure new business submitted to the relevant providers is fully completed and compliant
- Monitor new business progress and chase outstanding documentation
- Accurately check and issue Policy documents where appropriate
- Any other New Business administrative duties deemed appropriate for the role by your Manager to ensure the timely and efficient completion of New Business
- Attention to detail
- Excellent standard of written & verbal communication to be able to liaise with advisers, providers and clients
- Effective technical and product research using own initiative where appropriate
- Ability to manage time and your own workload as well as working in a team
- Microsoft Office, including, Excel, Word, PowerPoint and Publisher
- Professional and positive attitude
- Strong interpersonal skills
- Strong organisational skills and efficiency
- Ability to work in a team yet use own initiative where required
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Financial Planning Administrator - Cheadle, United Kingdom - CF30 Consulting (Independent Recruitment Consultancy)
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Found in: Talent UK C2 - 4 days ago
Description
Bond Recruitment is delighted to be recruiting an experienced Financial Planning Administrator on behalf of our client, a very successful and well-established firm of Financial Planners based in Cheadle, Cheshire.
Role overview
Administrative Duties
New Business Administrative Duties
Skills and attributes
If you feel you have the skills and experience and would be a suitable candidate for the role, please apply today and we will be in touch within 24 hours.
