Core duties and responsibilities: • Carry out all administration duties to fully support Financial Planners • Obtain valuations, information and product details for analysis • Liaise with product providers and other third parties • Process new business, withdrawals, fund switches and follow through to completion, working closely with the Paraplanner • Deal effectively with queries from clients and other parties • Book in annual review meetings with clients and manage a Financial Planner's diary • Make up and maintain compliant files • To comply with the principles of Treating Customers Fairly in all aspects of the role of Administrator
Key Skills:
• Understanding of the Financial Planning process • Able to work within defined business processes • Ability to achieve agreed outcomes without supervision • Prioritise and plan your own workload • Detailed and accurate • Articulate • Excellent interpersonal skills, both written and verbal • Ability to multitask and prioritise effectively • Good IT skills • Ability to work independently and in a team • Fully competent in desktop applications (proficient in Microsoft Word, Excel and Outlook) • Xplan is our back-office system
Fully office based Mon to Fri 37.5 hours £28,000 - £33,000 DOE Great benefits; parking on site, 25 days annual leave plus b/h
What you need to do now
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion on your career. #
