Financial Planning Administrator

Bond Recruitment is delighted to be recruiting an experienced Financial Planning Administrator on behalf of our client, a very successful and well-established firm of Financial Planners based in Cheadle, Cheshire.

Role overview

• To provide an effective and efficient administration service to the Advisers and Head Office as required
• To assist Paraplanners and Advisers with the processing of cases
• To ensure the completion of all New Business cases in a timely and efficient manner
• To provide relevant MI data when requested to the Management Team

Administrative Duties

• Complete all general correspondence as required ensuring that the Advisers and clients are provided with an effective and efficient service
• Produce client summaries as requested for new and existing clients within specified deadlines
• Preparing Client Review Packs
• Advise product providers of changes of agency and sending and chasing Letters of Authority to providers
• To complete Policy Summary Sheets once information required is received to ensure all information required has been received for the Paraplanner/ Adviser to continue with the case
• Deal with clients in relation to queries on their policies/investments, ensuring that any necessary changes are completed by the product provider
• Answer the telephone in a polite and professional manner
• Liaise effectively with clients, product providers, paraplanners and advisers
• Provide any general information as requested by clients, Advisers or the Management Team
• Assist other administrators as required/requested by your Manager to assist with the effective running of Head Office
• Undertake all general filing/scanning/shredding as pertaining to advisers and Management as required
• General typing of correspondence
• Any other administrative duties deemed appropriate for the role by your Manager

New Business Administrative Duties

• Ensure that all new business is input to Back Office system accurately, including commission expectations and Adviser Fees to ensure payments are matched
• Complete all compliance administration associated with new business
• Ensure new business submitted to the relevant providers is fully completed and compliant
• Monitor new business progress and chase outstanding documentation
• Accurately check and issue Policy documents where appropriate
• Any other New Business administrative duties deemed appropriate for the role by your Manager to ensure the timely and efficient completion of New Business

Skills and attributes

• Attention to detail
• Excellent standard of written & verbal communication to be able to liaise with advisers, providers and clients
• Effective technical and product research using own initiative where appropriate
• Ability to manage time and your own workload as well as working in a team
• Microsoft Office, including, Excel, Word, PowerPoint and Publisher
• Professional and positive attitude
• Strong interpersonal skills
• Strong organisational skills and efficiency
• Ability to work in a team yet use own initiative where required

If you feel you have the skills and experience and would be a suitable candidate for the role, please apply today and we will be in touch within 24 hours.