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Financial Planning Administrator (8 Month Contract)

Posted 16 April by REED Insurance Easy Apply Ended
My client a successful Wealth Planing Firm is looking to recruit a skilled Wealth Planning Administrator to join their Administration team in Bracknell on a Fixed Term Contract Basis. The successful person, will have a background within Wealth Planning and Financial Plannig Administration and be very proces driven.  Exposure to Pensions and Investments Administration is very important and you must be able to hit the ground running straight away.  Strong client skills are essential in order to carry out this role. 

The main duties will include the following:-

• Provide an excellent telephone-based service to internal and external clients and third parties.
• Maintain core systems ensuring all tasks are completed in line with company policy and procedures.
• Process Custody and Dealing requests from clients either written or over the phone.
• Deal with all Online Valuation Service requests and queries in a timely, compliant manner meeting agreed performance standards.
• Complete project related activities or general tasks as instructed by the Central Operations Manager  and follow through to completion dealing with any queries that arise from these activities.
• Process all deceased related activities through to completion, being a subject matter expert on this.
• Prioritise workload to ensure all activities are timely, compliant and conducted in a manner that will meet the agreed performance standards.
• Contact and liaise with relevant product providers/third parties to obtain accurate policy information for valuation production.
• Develop and maintain effective relationships with clients, colleagues and third parties.
• Complete client mailings raising any issues that may occur.
• Assess client file documents in accordance with compliance requirements, identifying and correcting remedial actions as required.
• Be aware and act upon any compliance, risk and quality issues.
• Provide recommendations/improvement ideas to increase operational efficiencies within the team.

To be considered you must be able to demonstrate the following:-

• 2-5 years of operational experience within the financial services industry
• Excellent standard of education with a desire to further development and to undertake relevant examinations
• Minimum of Certificate in Financial Administration (CF1) or equivalent
• Excellent verbal and written communication skills with an eye for detail
• Professional telephone manner

Reed Specialist Recruitment Limited is an employment agency and employment business

Reference: 33689120

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