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Financial Services Administrator
1 month ago
Ortus PSR is currently seeking a Senior Financial Services Administrator to join a Wealth Management Practice located in Chorley. In this role, you will provide essential support to a dedicated team of Advisers.
Key Responsibilities:
- Serve as the primary point of contact for assigned team members, assisting with their day-to-day duties.
- Provide support and oversight for the team's tasks, deadlines, and operational processes.
- Offer guidance, training, and developmental support to both new employees and the wider team.
- Report to the Operations Manager, keeping them informed of team training requirements and addressing any potential issues.
- Develop and nurture relationships with advisers to ensure effective collaboration.
- Maintain regular communication and provide updates to nominated adviser(s) to facilitate the timely completion of work-related tasks.
- Communicate with clients, both verbally and in writing, addressing requests and queries unrelated to financial advice.
- Handle post-meeting tasks such as updating adviser and client records, as well as completing any required actions.
- Manage Letter of Authority requests, ensuring adherence to specified processes and turnaround times.
- Prepare cases for Paraplanning, ensuring all necessary information is compiled for recommendation reports, and liaise with relevant departments to resolve any outstanding queries.
- Submit and finalize new business cases, adhering to compliance and new business processing guidelines.
- Monitor the pipeline, ensuring all business is tracked and completed, while maintaining detailed notes for audit purposes.
- Provide client servicing, including accurate maintenance of client review dates and preparation of necessary paperwork for review meetings.
- Assist with various business tasks as required.
**Benefits**:
- Workplace Pension
- Death in Service
- 28 days annual leave plus Bank Holidays
- Remote working option - 1 day per week
- Career progression opportunities, supported learning, and development initiatives
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