Administrative Support Specialist

7 days ago

Stonehouse, Plymouth, United Kingdom Service Service Employment Agency Limited Full time
About the Role

We are seeking an experienced Financial Services Administrator to join our established team of professionals at Service Service Employment Agency Limited. As a key member of our team, you will provide a compliant administrative service to our Planners, their team, and clients.

Key Responsibilities
  • Business Processing
    • Verify the accuracy and completeness of new business documentation.
    • Ensure that all business applications are processed accurately and efficiently, in a compliant manner to our firm's standards.
    • Maintain all supporting documentation as per company procedures.
    • Record fees.
    • 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.
    • Obtain illustrations and application forms.
    • Produce portfolio valuations.
    • Ensure fund switches / rebalances are carried out accurately and within company timescales.
  • Client Servicing
    • Provide a friendly and professional point of contact for clients and enquiries.
    • Create and maintain accurate client records on back-office systems, platforms, and any other IT systems e.g., cashflow & risk profiler.
    • Prepare client documentation and correspondence pre and post meetings as per business processes.
    • Ensure action points resulting from client meetings get diarised and dealt with.
    • Organise and diarise client meetings.
    • Ensure that relevant service standards are delivered throughout the year.
  • Reviews
    • Organise client review meetings as per Annual Review Process.
    • Prepare client review documentation as per the Annual Review Process.
    • Support FPs in delivery of reviews.
    • Assist in implementation of agreed action points.
  • General Administration
    • Answer the telephone.
    • Ensure back-office systems are kept up to date.
    • Filter FP's general information, queries, phone calls and invitations.
    • Open, scan, log and allocate incoming post.
    • General correspondence.
    • Other duties as directed by management.

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