Business Support Administrator

3 weeks ago

Dundee, United Kingdom Thorntons Wealth Full time

**Main purpose**: To provide administrative support to the financial planning and paraplanning teams.

**Principal Responsibilities and Duties**:
1. To process new business accurately and to the agreed procedures for Financial Planning.

2. To respond to enquiries from each of the fee earners in a timely and accurate fashion ensuring we adhere to our service commitments.

4. To having a working knowledge of our Platform providers including but not limited to Nucleus and Standard Life Wrap.

6. To update client records in Curo to ensure all activities undertaken on the client accounts are reflected and documents stored.

7. To accurately work using the new business checklists and processes

8. To have a working knowledge of regulatory matters such as, but not limited to, Money Laundering, best execution, client money rules, market conduct, GDPR and TCF.

9. To adhere to those regulatory requirements and report in a timely fashion where this is not undertaken

10. To produce all Letters of Authority for change of agency and follow these up as required.

11. Input and extract data, including client details and policy information in accordance with the checklist provided.

12. Respond to requests from the Financial Planners for information and produce reports accurately and in a timely fashion as required.

13. Monitor the administration team workflow inbox to ensure all deadlines for activities are met.

14. Provide phone cover where necessary

15. Ensure all client records are maintained accurately and documents filed as required.

16. Manage and plan own workload and work within required deadlines.

17. Build and maintain good working relationships with colleagues and management.

18. Work within a team, attend and contribute to team meetings, and deputise and cover for colleagues as is reasonable.

**Essential Criteria**
- Experience in Financial Services in an administrative capacity
- Meticulous attention to detail and ability to adhere to procedures
- Strong administration skills and proficiency in MS Office
- Excellent communications skills
- Team Player

We are a small but well-formed team with a great working culture where we are happy to support career development for the right individual.

**Job Types**: Full-time, Permanent

**Salary**: £20,000.00-£24,000.00 per year

**Benefits**:

- Company pension
- Cycle to work scheme
- Referral programme

Schedule:

- Monday to Friday

Work Location: One location

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