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Financial Planning Administrator

3 months ago

Birmingham, Birmingham, United Kingdom Clever-HR Full time

We have an exciting new opportunity to join this directly authorised Financial Planning firm that delivers tailored and holistic advice to corporate and private individuals.

With offices in the Midlands and London the firm continue to go from strength to strength and this additional role has arisen as a result of the firm's continuing growth

The Role

The opportunity is an Administrator role supporting the advisers in relation to financial planning for clients to include savings and investment plans, pensions and protection products along with corporate clients in relation to pension and risk benefits for their staff.

General day to day administration of Life, Investment and Pensions including:

  • Submission of new online applications / top ups and processing of paper-based applications for life, investment, platform and pensions business and ensuring that they are processed compliantly, to a satisfactory completion and issue of plan documents
  • Maintain / keep up to date all trackers / spreadsheets
  • Running comprehensive IO activities for each piece of business whether it is new business, top ups and any other policy variations for example Change of DFM/Model,
  • Fund Switches
  • Adding fees/ payaways /splits entries to IO
  • Oversee management of Annual Reviews and Portfolio Reviews that are due i.e. ensuring delivery and action by adviser and Review Team
  • Assist the Review Team with the preparation of AR's & PR's in overflow situations
  • Check Portfolio Reports prepared by Review Team
  • Liaising with clients, solicitors, accountants, life offices, lenders and platform providers by telephone, e-mail, fax and letter
  • Handle administration enquiries / queries as directed by the Client Services Manager
  • Provide training / mentoring to apprentice staff as directed by the Client Services Manager
  • Prepare Platform withdrawals / fund switches / transactions for approval
  • Producing ad-hoc and standard letters in response to customer/provider queries
  • Obtaining life, investment and pension quotations using research tools
  • Presenting quotations to advisers along with relevant data and documents required for the advice to be provided
  • Have a comprehensive understanding of the IO back-office system and how it is integral to the business
  • Have working knowledge of platforms and how they operate including the maintenance of cash balances
  • Ensuring all files are compliant and prepare and maintain compliance documents
  • Handling Group Scheme Renewals/ Auto Enrolment schemes with the systems in place, i.e. paper based or on line to include Renewal invitation and take up and on-going support throughout the year with member servicing etc
  • Provide on-going administration of platform and non-platform-based investment and pension products including SIPPs and SSASs

About You

  • Experience within the Financial Services industry essential, ideally 2/3 years within an financial planning firm
  • You will have a professional, positive mindset and a desire to develop your career within Financial Planning
  • Strong IT skills particularly MS Excel
  • Excellent customer service skills, delivering support in a professional and courteous manner
  • Ability to pay strong attention to detail
  • Experience with I/O (Intelligent Office)desirable
  • Experience submitting new business on a range of provider platforms desirable

Benefits

  • Life Assurance
  • Pension scheme membership
  • Team Days Out
  • Social Events
  • Regular training workshops off site
  • Bonus Structure
  • Exam support