Financial Planning Administrator - York, United Kingdom - Walker Crips

Walker Crips

Verified Company

York, United Kingdom

2 days ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

**Aim and Purpose of the Role: To promote and provide a high-quality service to new, existing individuals and group corporate clients. The role will require you to work closely with and to support managers, fellow administrators, paraplanners and financial planners in their work. A primary part of the position will be liaising with colleagues, clients and professional contacts such as pension providers and insurance providers.

Duties & Responsibilities:

Maintaining accurate records, using iO software and other databases.
Ensuring anti money laundering checks are carried out using Smart Search.
Producing client valuations and assisting with annual review documentation.
Processing benefit crystallisation events from individual pensions/SIPPs.
Providing dedicated support to one or more Financial Planners.
Liaising with clients, professional advisers and providers.
Assist with obtaining existing policy information for review or possible transfer.
Ensuring all compliance matters are dealt with and client records maintained to regulatory standards.
Any other duties as may reasonably be required by your Line Manager/Director.

Other Requirements:

Experience & Qualification Requirements**:

A good level of knowledge and experience of working within a Financial Services environment.
Good I.T skills including Word processing and use of Excel and Google sheets.
Good numeracy skills.
GCSE pass in Maths and English.

Person Specification:

Ability to work independently to achieve agreed outcomes with mínimal supervision.
Attention to detail is a must.
Be able to multitask and prioritise effectively to meet deadlines.
Be confident and personable and be able to articulate to colleagues, clients, and professional connections.
Demonstrate willingness to learn and take on responsibility.
Must have excellent interpersonal skills, verbal and written and be able to show confidence and initiative in putting forward ideas.