Financial Advice Administrator

Role: Financial Advice Administrator

Location: Leamington Spa

Salary: £26,000 to £36,000 (Depending on experience)

We are recruiting for one of our partnership business who are looking for a Financial Advice Administrator to join their offices based in Leamington Spa.

This is a well-established family run business that has a caring and friendly approach to both their clients and staff. The small but strong team works in unison with our personalities as well our individual skills.

They have created a working environment which is enjoyable and challenging - making it professional but also personable. They want you to grow in knowledge and confidence by learning from them all, whilst they also want to learn from you so that all grow stronger.

Support offered when needed on both personal development and any on-going training that may be required for your role.

In addition to an attractive salary of £26,000 to £36,000 (Depending on experience), you will also receive an opportunity to opt-in to a company pension scheme and 21 days holiday plus bank holidays.

Financial Advice Administrator Duties & Responsibilities

• Manage and update the CRM and spreadsheet systems to ensure the delivery of ongoing service requirements, maintaining accurate records.
• Understand and deliver all client facing material for new business and servicing meetings
• Obtain provider quotations, illustrations and supporting documentation in preparation for client meetings.
• Obtain valuations and information about clients existing policies and investments.
• To administer the submission of applications to platform/product providers and monitor relevant systems to ensure accuracy and/or acceptance.
• Prepare Suitability Report templates for client reviews, ongoing service events and new business applications
• To manage ad hoc client administration and communication such as changes of address, requests for documentation etc.
• Provide administrative support to other members of staff as and when required.
• Answer incoming calls/emails and distributing messages to the relevant team member in order to resolve the clients or provider enquiry.

Financial Advice Administrator Responsibilities

• Ability to work independently and use own initiative but to also work as a team and contribute.
• Approach work positively with a can-do attitude and take responsibility for your tasks
• Be an advocate for always improving and embracing change
• Ensure that all admin diary tasks are checked and completed each day
• Contacting clients existing providers in order to obtain policy specific information which will be used for transfer analysis and reporting purposes
• Ensure clients are kept up-to-date with the progress of any changes implemented
• Administer the submission of applications to the platform/product providers and monitor the relevant systems to ensure acceptance and completion for each client
• Provide a good general knowledge of office routines and skills with Microsoft Office packages
• Experience using FE tools and/or Investment Platforms is useful but not essential
• Compliance - understand and adhere to Parkway Consulting and Openwork’s systems and regulatory requirements and, where appropriate, comply with all relevant regulatory policies.
• Successful completion of any mandatory training requirements.
• Data Protection - maintain client confidentiality and knowledge of all client

This role is as much about you as a person as it is about your experience. They want the right fit for a long term career in the business.

To find out more and to apply, please click below