Financial Services Administrator - Bath, United Kingdom - Idex

Idex
Idex
Verified Company
Bath, United Kingdom

2 weeks ago

Tom O´Connor

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Tom O´Connor

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Description

An opportunity has become available for a Financial Planning Admin on a remote basis to join a growing financial planning firm where you will be expected to travel to the office once a week.


Your role will include but will not be limited to:

  • Manage all customer queries efficiently with only those requiring advice being passed to the Financial Planner.
  • Record annual review dates on the back office system and monitor regularly
  • Plan, book and prepare for all annual review meetings ensuring none are missed
  • Work with the Financial Planner to ensure that all customers are receiving the service they are paying for and expect
  • Help clients to register for, navigate and update their account
  • Keep the Financial Planner & Client regularly updated on the progress of outstanding cases and dealing with any technical queries
  • Ensure all iO Lead and Client/Plan data and appropriate Opportunity/ServiceCase/Tasks are accurate and collating information in line with Financial Planner's requirements
  • Process all new business ensuring all transactions are tracked through to accurate and timely completion
  • Create and update client platform account records
  • Deal with technical queries relating to Money Laundering checks including Referrals & Beneficial Owner queries
  • Previous experience of working within a similar role
  • Strong interpersonal, communication and customer service skills
  • Excellent diary management, planning and organisational skills
  • Excellent accuracy and attention to detail
  • Proven ability to work on own initiative
  • Excellent telephone manner
  • Proven high level of customer service


This is a unique opportunity for a Financial Planning Administration role on a remote basis to join a growing financial planning firm.

Visit the IDEX Consulting Ltd website for further opportunities. We value diversity and always provide guidance based on merit.

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