Financial Planning Administrator - London, United Kingdom - IDEX Consulting Ltd

IDEX Consulting Ltd

Verified Company

London, United Kingdom

1 week ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

An opportunity to join an award winning financial planning team has become available in their office in Bath and London.

If you are looking for a rewarding career with a business that offers full support and development with exams and a career pathway then please click apply

Your role will be to assist the Financial Advisers by providing full administrative support and maintaining close contact with the clients to deliver a professional, compliant and effective service.

This is a fantastic opportunity to work within an operationalrole for a fast-paced, multi award-winning company.
Key Responsibilities

To be the first point of contact for clients
Provide an excellent telephonebased service to clients both external and internal together with third party providers
Arrange client meetings and prepare client meeting packs to support allocated adviser(s)
Processing and monitoring of all new business (both for new and existing clients)
Ensure that financial transactions are completed correctly and files are fully FCA compliant
Manage and track pipeline activity providing regular progress updates to both client and adviser(s)
Handle all adhoc valuation requests in a timely and compliant manner
Contact and liaise with relevant product providers/third parties to obtain accurate policy information for adhoc valuation production
Liaise with clients, solicitors and accountants as necessary in order to obtain relevant information and resolve queries
Handling the distribution of letters of authority and correspondence to clients, professional introducers and other third parties where appropriate
Maintain the CRM system (CURO) to ensure that KYC information for clients is entered fully and accurately
Process and issue client invoices including adviser charging arrangements and liaise with the Finance team to chase overdue payments
Ensure that all tasks on CURO are completed in line with company policy and procedures
Develop and maintain effective relationships with colleagues and third parties
Assess client file documents in accordance with compliance requirements, identifying and correcting remedial actions as requested
Be aware and act upon any compliance, risk and quality issues
Provide recommendations/improvement ideas to increase operational efficiencies within the team
On request from the Senior Client Services Associate, provide assistance with either workflow demands or training/guidance support to colleagues

Knowledge, Skills & Experience

Strong operational experience within the Financial Services industry
A desire to further develop knowledge and to undertake relevant examinations to support understanding within the role
Proficient IT skills in core Microsoft Office systems
Organisation and prioritisation skills
Excellent verbal and written communication skills with an eye for detail
Professional telephone manner

Benefits:

Share Scheme
Company discretionary bonus scheme;
24 holidays (increasing to 26), plus 2 additional days paid Christmas shut down period;
Company Pension scheme
Group Income Protection;
Life Assurance;
Eye Care Scheme;
Wellbeing programme;
Bike to Work Scheme;
Full support with professional qualifications

For further information on this financial planning administration role in London please click apply

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

Please note that the information supplied may be retained for up to 3 years for use in connection with future vacancies.

For fullinformation on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.