Financial Planning Administrator - Cheadle, United Kingdom - Independent Resourcing Consultancy

Independent Resourcing Consultancy

Verified Company

Cheadle, United Kingdom

1 week ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

IRC 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

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

Administrative Duties

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

New Business Administrative Duties

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

Skills and attributes

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