Financial Planning Administrator, Birmingham - CleverHR

CleverHR

Verified Company

Birmingham, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Financial Planning Administrator, Birmingham

£25k - £27k plus benefits

We have an exciting new opportunity to join this directly authorised Financial Planning firm that delivers tailored and holistic advice to corporate and private individuals.
With offices in the Midlands and London the firm continue to go from strength to strength and this additional role has arisen as a result of the firm's continuing growth

Financial Planning Administrator - The Role

The opportunity is an Administrator role supporting the advisers in relation to financial planning for clients to include savings and investment plans, pensions and protection products along with corporate clients in relation to pension and risk benefits for their staff.

General day to day administration of Life, Investment and Pensions including:

Maintain / keep up to date all trackers / spreadsheets
Running comprehensive IO activities for each piece of business whether it is new business, top ups and any other policy variations for example Change of DFM/Model, Fund Switches
Adding fees/ payaways /splits entries to IO
Oversee management of Annual Reviews and Portfolio Reviews that are due i.e. ensuring delivery and action by adviser and Review Team
Assist the Review Team with the preparation of AR's & PR's in overflow situations
Check Portfolio Reports prepared by Review Team
Handle administration enquiries / queries as directed by the Client Services Manager
Provide training / mentoring to apprentice staff as directed by the Client Services Manager
Prepare Platform withdrawals / fund switches / transactions for approval
Producing adhoc and standard letters in response to customer/provider queries
Obtaining life, investment and pension quotations using research tools
Presenting quotations to advisers along with relevant data and documents required for the advice to be provided
Have a comprehensive understanding of the IO backoffice system and how it is integral to the business
Have working knowledge of platforms and how they operate including the maintenance of cash balances
Ensuring all files are compliant and prepare and maintain compliance documents
Handling Group Scheme Renewals/ Auto Enrolment schemes with the systems in place, i.e. paper based or on line to include Renewal invitation and take up and ongoing support throughout the year with member servicing etc
Provide ongoing administration of platform and nonplatformbased investment and pension products including SIPPs and SSASs

About You

Experience within the Financial Services industry essential, ideally 2/3 years within an financial planning firm
You will have a professional, positive mindset and a desire to develop your career within Financial Planning
Enthusiastic mindset with Strong IT skills particularly MS Excel
Excellent customer service skills, delivering support in a professional and courteous manner
Strong attention to detail
Experience with I/O (Intelligent Office) desirable
Experience submitting new business on a range of provider platforms desirable

Benefits

Life Assurance
Pension scheme membership
Team Days Out
Social Events
Regular training workshops off site
Bonus Structure
Exam support

Pay:
£25,000.00-£27,000.00 per year

Benefits:

Company pension
Life insurance

Schedule:

Monday to Friday

Application question(s):

Do you have experience within the Financial Services industry essential (ideally 2/3 years within an financial planning firm)
Do you have an enthusiastic mindset with Strong IT skills (particularly MS Excel)?
Do you have experience with I/O (Intelligent Office)? (desirable)
Do you have experience submitting new business on a range of provider platforms? ( desirable)

Work Location:
In person

Reference ID: 2007BW