Administrator Maidstone - South East, United Kingdom - Perspective Financial Group

Perspective Financial Group

Verified Company

South East, United Kingdom

3 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Office:
Perspective (South East) Ltd

Hours:
Monday - Friday 9.00am - 5.00pm (35 hours)

Salary:
Competitive dependant on experience and qualifications

Benefits: 25 days holiday (rising with length of service) plus Bank Holidays, Birthday Leave, Holiday Purchase Scheme, Life Assurance, Pension and Corporate Eyecare

Specific Responsibilities:

The key duties of the role are:

Taking phone calls, inquiries and requests, and handling them where appropriate
Client correspondence, written and verbal
Processing New Business
Preparation of client review packs
Arranging client meetings and managing the Adviser's diary
Illustration requests
Backoffice support
Ensure that all financial planning client administration is carried out in accordance with the Firm's procedures
Maintain client records on the company software and ensure the client and firm's files are well presented, accurate and compliant
Due to the nature of the business, the role may also include additional responsibilities considered reasonable

Role Requirements:

Previous experience working in a Financial Planning firm is essential.
CII Level 3 Qualifications in Financial Administration preferable, if not training will be provided to achieve these
Good working knowledge of IO and Platform experience essential.
An understanding of Model Portfolios/DFMs preferable
Ability to manage and prioritise workloads
Excellent planning, organisational and multitasking abilities are essential
Excellent communication skills at all levels