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New Role - Financial Planning Administrator

Location: BROMSGROVE, WORCESTERSHIRE Salary: 20000 - 26000 GBP Per Annum, inc benefits
Sector: Insurance Job Type: Contract
Shift Type: N/A Applications: N/A
Posted: 10 months ago Reference: 3113640
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.

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