Financial Administrator Warwickshire
3 weeks ago
We have a fantastic vacancy for an Administrator to join our expanding team.
You will act as the point of contact for client queries with regards to pensions, investments and protection as well as liaising with product providers and covering all aspects within the general office administration to ensure a first-class service is provided to internal and external parties.
**Office**: Perspective (Warwickshire) Ltd
**Hours**:Monday - Friday 9.00am - 5.00pm (35 hours)
**Salary**: Competitive dependant on experience and qualifications. Available upon request.
**Benefits**: 25 days holiday (rising with length of service) plus Bank Holidays, Birthday Leave, Holiday Purchase Scheme, Life Assurance, Pension and Corporate Eyecare.
**Specific Responsibilities**:
The key duties of the role are:
- Client correspondence, written and verbal
- Processing New Business
- Preparation of client review packs
- Arranging client meetings and managing the Adviser’s diary
- Illustration requests
- Ensure that all financial planning client administration is carried out in accordance with the Firm's procedures
- Maintain client records on the company software and ensure the client and firm's files are well presented, accurate and compliant
- Taking phone calls, inquiries and requests, and handling them where appropriate
- Back-office support
- Due to the nature of the business, the role may also include additional responsibilities considered reasonable
**Role Requirements**:
- Previous experience working in a Financial Planning firm is **essential**.
- CII Level 3 Qualifications in Financial Administration preferable, if not training will be provided to achieve these
- Good working knowledge of IO and Platform experience essential.
- An understanding of Model Portfolios/DFMs preferable
- Ability to manage and prioritise workloads
- Excellent planning, organisational and multi-tasking abilities are essential
- Excellent communication skills at all levels
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