Senior Financial Planning Administrator, Bath - CleverHR

CleverHR

Verified Company

Bath, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Senior Financial Planning Administrator, Bath

£24,000 - £27,000 p.a. DoE plus discretionary bonus

Hybrid Working

We are currently supporting an independently owned Wealth Management firm who are on the lookout for an experienced Financial Planning Administrator to join them.

Overview

To provide administration support to the paraplanners and Financial Planner(s) in the delivery of service to their clients

Role

Assist with preparation of existing client annual review meeting packs including production of Portfolio Reports.
Work as part of a centralised Administration team for processing new client and annual review post meeting packs.
Chase and collate Letter of Authority plan information, liaising with all parties to ensure sufficient information available for case assessment
Package and dispatch financial planning reports for the Financial Planners and their clients.
Providing regular updates on the progress of outstanding transactions and managing any technical queries.
Produce and issue client fee invoices.
Ensure all policy/platform account records are checked and updated upon receipt of product provider correspondence.
Updating client platform account records
Proactively review client platform account
Liaise with product providers to progress all submissions including, but not limited to, client transfers and obtain fees information
Provide support and assistance to other team members to ensure tasks are completed on schedule and deadlines are met.

About You

Essential Requirements

Previous experience of working in similar role
Experience of working with Microsoft Office products including Word, Excel, Outlook and PowerPoint, or similar tools.
Experience of delivering accurate, relevant and timely information
Desire to deliver exceptional service at all times and strong focused approach to achieving the best outcome for the client and the business.
Ability to consistently deliver within service standards.
Excellent organisational skills, flexible and proactive approach to getting the job done.
Strong interpersonal skills, both written and verbal communication.
Excellent accuracy and attention to detail.
Desire to learn and build skills
Proven ability to work on own initiative

Desirable:
Requirements

Experience of working with Investment Wrap Platforms
Experience of using Intelligent Office backoffice system

Benefits as a Senior Administrator

Holiday 25 working days in addition to the normal Bank Holidays, in addition 1 extra day's holiday for each year of service up to 28 days
Holiday buy and sell scheme where you have the opportunity to buy an additional 5 days holiday per year
Group Life Assurance and Pension Scheme
Private medical Insurance
Group Income Protection

Salary:
£24,000.00-£27,000.00 per year

Benefits:

Company pension
Private medical insurance

Schedule:

Monday to Friday

Application question(s):

Do you have previous experience of working in similar role? (essential)
Do you have experience of working with Microsoft Office products including Word, Excel, Outlook and PowerPoint, or similar tools? (essential)
Do you have experience of working with Investment Wrap Platforms / using Intelligent Office backoffice system? (desirable)

Work Location:
In person

Reference ID:
BW-2010