Financial Planning Administrator
4 days ago
An exciting opportunity has arisen for an Administrator to join a successful Financial Planning business. This role is best suited for someone with at least 1 years’ experience in administration and great organisation skills. The role will become hybridafter the probation period.
**Key Responsibilities**
- Create and maintain accurate client records on back office systems, platforms and any other IT systems e.g. risk profiler
- Prepare client documentation and correspondence pre and post meetings as per business processes
- Check accuracy and completeness of new business documentation
- Ensure all supporting documentation is maintained as per company procedures
- Record and reconcile fees and ensure all work is followed up promptly in line with company standards
- Liaise with product providers to ensure timely and accurate responses to clients (progress chasing)
- Send Letters of Authority and gather accurate information
- Production of portfolio valuations
- Ensure fund switches / rebalances / top ups / withdrawals are carried out accurately and within company timescales
- Provide a friendly and professional point of contact for clients and enquiries
- Ensure action points resulting from client meetings get diarised and dealt with
- Establish and build strong relationships with clients
- Prepare client review documentation as per the Annual Planning Process
- Assist in implementation of agreed action points
- Answer, screen and forward incoming calls
- Ensure back-office systems are kept up-to-date
- Open, scan, log and allocate incoming post
- Ensure CPD requirements are met and maintain up-to-date training records
- Other duties as directed by management
**Personal Specification**
- Must have good skills with Microsoft Word, Excel and electronic diary management
- Highly organised, methodical and disciplined
- Able to prioritise and plan workload
- Able to communicate effectively in verbal and written form
- Excellent attention to detail
- Able to work under pressure on occasions to achieve deadlines
- Able to achieve agreed outcomes without supervision
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