Financial Planning Administrator - Olney, United Kingdom - Jane Smith Financial Planning Ltd
3 weeks ago
Description
Financial Services Administrator
Why choose Jane Smith Financial Planning
This is an excellent opportunity for an experienced financial services administrator who thrives on complex client scenarios. We will encourage and support your development in specialist areas, improving your skills.
Development towards a Paraplanner role is always an option, but we value both roles equally and will support your development whatever path you choose.
We understand the right balance is needed when it comes to work and personal life.So, we do all we can to encourage a good work-life balance, currently working on a 60/40% split of office and home working, with potential for early Friday finishes.
Couple this with a competitive salary and beneficial perks, we aim to ensure we support and are flexible for each other.
Benefits
- 25 days holiday (plus bank holidays)
- 3% employer pension contribution
- Health Cash back Scheme enrolment
- Training allowance / support towards qualifications
- Potential for bonus up to 10% of salary
- Hybrid working options
- Potential for Friday early finishes
As a successful and award-winning Chartered Financial Planning Firm and Accredited Financial Planning Firm, our ethos is to provide an independent financial planning service.
Jane Smith Financial Planning is looking for a Financial Services Administrator, an individual that is enthusiastic, driven, extremely organised and thrives on a busy and challenging technical role keeping the best possible service and company standards.
The role of the Financial Services Administrator is to deliver excellent customer service to your own group of clients and provide technical administrative support to the Paraplanners and Financial Planner.
A training and development programme is available to those who wish to progress further within the industry, please request our development roadmap.
Purpose of Job:
To support Paraplanners and Financial Planners ensuring a smooth delivery of excellent client service and client communications, as per business processes.
Reports to:
Business Manager
Salary Range:
£23,000 - £28,000 depending on experience
Working Hours:9-5pm Monday - Friday (with flexibility for Friday midday finish)
Start Date:
Immediate Start Available
Key Responsibilities & Accountabilities
Client servicing
- Organise existing and prospective client meetings and actively manage FP's Diary and workload
- Prepare client documentation in advance of and following client meetings (as per business processes)
- Manage client service needs and client expectations to ensure client satisfaction
- Liaise with other team members on work progress per client account and keep clients informed (as per business process)
- Liaise with clients on any administration queries they may have Assist in client meetings when required
- Ensure that relevant service components (as per client agreement) are delivered throughout the year in a timely manner
- Open and maintain client files to the required compliance standards
- Ensure action points resulting from client meetings get diarised and dealt with
Client administration
- Check accuracy and completeness of new business documentation
- Ensure all supporting documentation is maintained as per company procedures
- Liaise with product providers to ensure timely and accurate responses to clients (progress chasing)
- Send Letters of Authority and gather accurate information as per business process
- Produce portfolio valuations
- Ensure fund top ups, withdrawals, switches, and rebalances are carried out accurately and within company timescales
Reviews
- Organise client review meetings as per Annual Review Process
- Prepare paperwork required for the reviews as per Annual Review Process
- Support FPs in the delivery of reviews, if needed
- Ensure implementation of agreed actions
General administration
- Ensure backoffice systems are kept up to date
- Filter FP's general information, queries, phone calls and invitations
- Open, scan, log and allocate incoming post when needed
- Other duties as directed by management
HOW TO APPLY
Application Form
What happens next in our recruitment process
Stage 1 Initial Telephone interview
Stage 2 Face to Face Interview and Assessment
Stage 3 Online Index Assessment
Stage 4 Final Face to Face Interview
Also be aware that pre-employment background and credit checks will be required for this role.
Job Types:
Full-time, Permanent, Apprenticeship
Salary:
£23,000.00-£28,000.00 per year
Benefits:
- Company pension
- Free parking
- Onsite parking
- Work from home
Schedule:
- Monday to Friday
Supplemental pay types:
- Bonus scheme
Ability to commute/relocate:
- Olney: reliably commute or plan to relocat
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