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    Financial Advice Provider Administrator - Edinburgh, United Kingdom - Hymans Robertson LLP

    Hymans Robertson LLP
    Hymans Robertson LLP Edinburgh, United Kingdom

    4 days ago

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    Description

    An exciting opportunity has arisen for a Financial Advice Provider Administrator to join a growing retail advice team in Hymans Robertson Personal Wealth. You will be joining a team who are building an innovative and disruptive guidance and advice proposition aimed at improving financial wellbeing through the workplace. Our mission is to improve financial security for people regardless of their age and wealth.

    We are looking for a candidate who is driven by a desire to deliver good outcomes for clients. As a team with big plans to grow this business, you should be flexible and confident to provide your input. There is significant scope for personal growth and development in this small and collaborative team.

    We understand how essential the administration function is to provide a great service to our clients and the successful candidate will be a key member of our team.

    The Provider Administrator will work alongside our Retail Client Administrators and will be responsible for all interactions with external product providers as detailed below.

    What will your role look like?

    • Communicating and liaising effectively with external product providers to request and obtain policy specific information.
    • Monitoring Provider SLAs and ensuring information is returned within those SLAs
    • Checking information returned from Providers is complete and updating plan information sheets ready for Paraplanning
    • Following up with Providers to request missing or additional information as requested by Paraplanners
    • Once business has been placed on platform, monitoring provider SLAs and communicating and liaising with providers to ensure those SLAs are met
    • Communicating with Retail Advice Admins to ensure pods are aware of any delays in the provision of information or the completion of business
    • Raising complaints with providers on behalf of retail clients if SLAs are breached and the client is disadvantaged
    • Scanning and processing post

    Qualifications and Experience:

    • Educated to GCSE level or equivalent, or with equivalent experience
    • Experience dealing with product providers regarding a range of pensions and investments
    • Sound knowledge of Microsoft Word, Excel and PowerPoint

    If you enjoy the following, we think you'll love this opportunity:

    • Self-motivation, organisation and the ability multitask and prioritise effectively
    • Working collaboratively in a team environment
    • Thorough, with a high degree of accuracy
    • Excellent attention to detail
    • Excellent communication skills
    • Team player with a hands-on motivational approach
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