Senior Financial Planning Administrator, Bath

7 months ago

Bath, United Kingdom CleverHR Full time

**Senior Financial Planning Administrator, Bath**
**£24,000 - £27,000 p.a. DoE plus discretionary bonus**
**Hybrid Working**

We are currently supporting an independently owned Wealth Management firm who are on the lookout for an experienced Financial Planning Administrator to join them.

**Overview**
- To provide administration support to the paraplanners and Financial Planner(s) in the delivery of service to their clients

**Role**
- Assist with preparation of existing client annual review meeting packs including production of Portfolio Reports.
- Work as part of a centralised Administration team for processing new client and annual review post meeting packs.
- Chase and collate Letter of Authority plan information, liaising with all parties to ensure sufficient information available for case assessment
- Package and dispatch financial planning reports for the Financial Planners and their clients.
- Providing regular updates on the progress of outstanding transactions and managing any technical queries.
- Produce and issue client fee invoices.
- Ensure all policy/platform account records are checked and updated upon receipt of product provider correspondence.
- Updating client platform account records
- Proactively review client platform account
- Liaise with product providers to progress all submissions including, but not limited to, client transfers and obtain fees information
- Provide support and assistance to other team members to ensure tasks are completed on schedule and deadlines are met.

**About You**
**Essential Requirements**
- Previous experience of working in similar role
- Experience of working with Microsoft Office products including Word, Excel, Outlook and PowerPoint, or similar tools.
- Experience of delivering accurate, relevant and timely information
- Desire to deliver exceptional service at all times and strong focused approach to achieving the best outcome for the client and the business.
- Ability to consistently deliver within service standards.
- Excellent organisational skills, flexible and proactive approach to getting the job done.
- Strong interpersonal skills, both written and verbal communication.
- Excellent accuracy and attention to detail.
- Desire to learn and build skills
- Proven ability to work on own initiative

**Desirable: Requirements**
- Experience of working with Investment Wrap Platforms
- Experience of using Intelligent Office back-office system

**Benefits as a Senior Administrator**
- Holiday - 25 working days in addition to the normal Bank Holidays, in addition 1 extra day’s holiday for each year of service up to 28 days
- Holiday buy and sell scheme where you have the opportunity to buy an additional 5 days holiday per year
- Group Life Assurance and Pension Scheme
- Private medical Insurance
- Group Income Protection

**Salary**: £24,000.00-£27,000.00 per year

**Benefits**:

- Company pension
- Private medical insurance

Schedule:

- Monday to Friday

Application question(s):

- Do you have previous experience of working in similar role? (essential)
- Do you have experience of working with Microsoft Office products including Word, Excel, Outlook and PowerPoint, or similar tools? (essential)
- Do you have experience of working with Investment Wrap Platforms / using Intelligent Office back-office system? (desirable)

Work Location: In person

Reference ID: BW-2010

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