Financial Planning Administrator

Posted Yesterday by Reed Insurance Featured
My Client is a well known group of companies who is looking to add to their IFA business and is seeking a Holistic Financial Planning Administrator to join their expanding team. With offices based across the UK, they foster a culture of internal progression and offer exam support and will aid study up to Level 4 Diploma, with examination books paid for and fantastic benefits!

Your main duties include:

• Provides an administrative service to their consultant involving processing business, client reviews, action client/advisor queries (servicing), and obtaining quotes. To ensure that work is correctly prioritised and that agreed deadlines are met.
• Ensuring client records are accurate and kept up to date as per the company procedures.
• Ensure all dealings with colleagues and clients are carried out in a professional and courteous manner.
• Maintain all standards of performance as required by the company.
• Deals effectively with providers using any relevant means of communication, such as email, letter, fax or phone regarding new and existing business transactions.
• Deals effectively with clients by telephone and letter regarding servicing queries.

Experience required:

• Is able to establish a good rapport in telephone discussions and uses good questioning and listening skills.
• Have a sufficient understanding of the FCA rules and Compliance for the support undertaken. Understanding of Compliance is displayed by satisfactory file checking i.e. that admin file check failures remain within tolerance.
• Has knowledge of the firm’s services, products, sales policy, compliance and administration procedures.
• Planning and organising skills - able to manage multiple tasks effectively.
• Able to prioritise and work under pressure to a strict deadline.
• Attention to detail with record keeping and communication to clients.
• Strong written and oral communication skills, including ability to listen and follow instruction effectively.
• Good team player – readily assists all members of the team to achieve team and individual objectives, particularly in busy periods.
• Basic understanding of administrative procedures relating to different categories of business and ensure that they conform to regulatory and company standards.
• Anti Money Laundering including how to identify suspicious transactions/activities and how to report.

Reed Specialist Recruitment Limited is an employment agency and employment business

Application questions

Are you an experienced IFA Administrator?
Are you willing to work towards further industry qualifications?

Reference: 33789054

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