Financial Planning Administrator - Birmingham, United Kingdom - Brevere Group

Brevere Group

Verified Company

Birmingham, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Are you a financial services administration professional, looking for a new role in a dynamic and supportive environment?

Due to continued success in providing fee based advice to HNW clients, this successful wealth management practice requires a professional and proactive Financial Services Administrator to provide holistic support to the Financial Advisers and Paraplanning team.

Duties for this role will include:

Client Servicing: including collating plan information, requesting quotes, processing authority letters, assisting advisors with general queries and ensuring relevant documents are uploaded.
New Business Submission: including submitting business online and via post, adding plans to our database, chasing providers once business is submitted and checking plan documentation.
Compliance: performing relevant antimoney laundering checks and checking compliance documentation is completed.
Data Entry: Adding client information to our database and ensuring documents are uploaded correctly
An excellent understanding of the financial planning process.
Good knowledge of financial services software systems.
Excellent communication skills and telephone manner.
Good IT skills, good spreadsheet and database knowledge.
Effective organisational skills

This is an excellent role within a forward thinking and innovative firm working in a vibrant team, who are continually looking to improve and develop the services which they offer to their clients.

In return, you will receive a generous basic package and the support to develop your skills and further your career.

Hybrid working is offered with this role.

Job Type:
Permanent

Salary:
£26,000.00-£33,000.00 per year

Benefits: