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Financial Planning Administrator

Posted 6 March by Pure Resourcing Solutions Easy Apply Ended
We are currently seeking an experienced Financial Planning Administrator for a well-respected Norwich city centre based firm. This is a permanent opportunity with a salary of up to £21,000 per annum, depending on experience, and excellent company benefits. This is an opportunity to learn and develop within a supportive, professional environment.

The Role and Required Skills & Experience

• Relevant experience of working in an IFA environment (preferred)
• Effective use of IT including, Excel, Word, Outlook and relevant internal systems and databases including 1st Software and/or Intelliflo and investment platforms would be desirable although training will be provided
• Client focused, able to provide excellent level of client service
• Good written and oral communication skills at all levels, both internally and externally
• Good administration skills, with high level of accuracy and attention to detail in all areas of work
• Able to organise and manage time efficiently whilst being flexible
• Able to work as part of a team and ready to provide support and assistance
• Professional in all work matters, acting with integrity and recognising the need for complete confidentiality
• Willing to learn and to acquire new skills
• Process administration queries relating to all financial planning areas including Life, Pension, Investments & Group Schemes from submission to completion in adherence with agreed timescales
• Carry out all client administration in line with office procedures.
• Deal with client queries (non-advice related issues).
• Liaise with Paraplanners and Advisers in relation to client work
• Ensure ongoing client servicing requirements are dealt with in a prompt and efficient manner and ensure regular updates are provided where appropriate
• Maintain compliant client records in the office electronic folders and on the back office system.
• Maintain an appropriate diary system and to operate in an efficient and professional manner
• Record fee income details accurately on the Firms systems

If you have the relevant skills and experience, we would like to hear from you with an full, up to date CV.

Reference: 34620660

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