Financial Planning Administrator - Birmingham, United Kingdom - Reed Business Support

Reed Business Support

Verified Company

Birmingham, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

A fantastic new job opportunity has arisen for a client services administrator to join a reputable wealth planning company working with the Birmingham team based in their Birmingham City Centre office.

Salary = £25-27,500 per annum (depending of relevant experience)
Hybrid working = 3 days a week in the office

Hours = Mon-Fri 8:30-5:00pm

Benefits = hybrid working, 4.5% pension contribution, 25 days holiday entitlement, private medical insurance, income protection and more

This role is to join a small office team of 8 where you would work with 2 other client services team members.

You manager is based from another office and will manage you remote.

Jane your manager is absolutely lovely with a relaxed management style and a very friendly and down to earth character.

Duties include:

This role is responsible for providing an efficient administration support to both clients and planners, while participating in achieving team objectives.

Create and maintain client records on CRM system
Ensuring AML is up to date and recorded on the system
Liaise with clients and third parties as necessary to process client requirements
Dealing with the New Business process:
Pre-populate forms needed to send to clients
Send forms out to the client and follow up
Check forms on return and chase any outstanding documents or information
Maintain Know Your Client and AML due diligence on the CRM system
Follow up on missing client documents
Send documentation to provider or process online
Follow through to completion ensuring the CRM is up to date
Prepare annual review valuations
Address and answer clients' and intermediaries' administrative queries
Process client income requirements under instruction from the Planner
Process cash movements to DFMs under instruction from the Planner
Undertake any projects or duties requested by the Planners or Principals in a timely and accurate fashion
Validate, instruct and check address amendments
Assist with answering telephone, general administration, filing and post
Scan all relevant client documentation to the system
Prepare client review packs for Planner's client meetings
Maintain recurring activities for reviews, cash balance queries and drawdown reviews
Successfully complete the compulsory Anti-Money Laundering and Information Security training and any other mandatory compliance or regulatory training as required by the business, Group and FCA regulations

Due to the changing nature of the business, you may need to undertake duties supporting other teams where required.

Must have proven administration experience from a corporate/professional services background such as financial services, legal, accountancy, consultancy etc
Experience from a wealth planning, investments or pensions background would be desirable
Must have high attention to detail
Confident IT user with working knowledge of Microsoft packages
Can use initiative and manage own time and workload
Good organisational skills

Therefore if you are looking for a hybrid working role, with a competitive salary and an amazing manager then this is the role for you