Administrative Manager

3 weeks ago


Warwick, United Kingdom MCS Group Full time

MCS Group are delighted to be partnered with a local financial planning firm who are recruiting for an Administrative Manager to manage their team in Warwick.

**Whats in it for you?**
- £33k salary - Workplace Pension Scheme
- Income Protection scheme
- Group Death In Service scheme
- 23 days holiday
- Flexible working & 1-2 days WFH

**What are we looking for?**

We are looking for someone who
- Provides Quality Service Delivery
- Demonstrates good customer communication and relationships
- Can plan and prioritise
- Can demonstrate honesty and integrity
- Can use their own initiative;
- Has leadership experience;
- Has the ability to monitor and guide workloads for themselves and a team;
- Has experience carrying out 1-2-1's (but not annual appraisals)
- Is a good role model and mentor for the team

**What does the role entail?**New Business**
Obtaining provider information (LOA) and collating these together with relevant client specific illustrations required to assist adviser with their recommendations and enable paraplanners to produce comprehensive report
Run Risk Profiler results via FE Analytics
Processing New Business following adviser handover
Ensuring all compliance documents on file/provided by adviser prior to submission
Submission to providers direct or electronically via platform
Adding plan and activity to iO for tracking to completion
**Fund switches**
Assisting with research and producing FE Analytics fund switch reports (inc charges schedule) in line with adviser recommendations
Producing Risk Profiler results where required
Ensure client authorisation received to complete switch in line with MIFID II requirements
Processing and monitoring switch directly with provider or electronically via platform
**Withdrawals**
Completing withdrawal instructions on behalf of clients/advisers, as directed by adviser
Ensuring any instructions received are confirmed in writing by client and authentication process is followed
**General administration**
Updating back office system to maintain accurate client data/records
Client liaison and assisting with queries
Filing/scanning/photocopying/post/franking/answering phone calls
- To speak in absolute confidence about this opportunity please contact Naomi McCaughley, Specialist Recruitment Consultant at MCS Group on or send an updated CV via the link provided._
- All conversations will be treated in the strictest of confidence._


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