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2 months ago
Company Overview
Recruitment22 is a leading provider of high-quality financial services, offering a range of solutions to individuals and businesses. Our team of experts is dedicated to delivering exceptional results and building long-term relationships with our clients.
Job Summary
We are seeking a highly organized and detail-oriented Financial Planning Administrator to join our team. As a key member of our financial services team, you will provide administrative support to our financial advisers and paraplanners, ensuring that clients receive a positive and exceptional experience.
Key Responsibilities
- Compile Letters of Authority and send to insurance providers, collating policy information when received for paraplanners and financial advisers.
- Process new business applications in an agreed timeframe, ensuring all new business submitted to insurance providers is fully completed and compliant.
- Update new business registers and back-office systems with new application information.
- Monitor new business progress and chase outstanding documentation on behalf of financial advisers.
- Check accuracy of policy documentation.
- Produce portfolio valuations and summary reports for financial adviser review meetings.
- Provide general client servicing, including changes to policy information.
- Perform general administrative duties.
Benefits
- Full-time, permanent position.
- Salary £26,000 to £30,000 per annum, depending on experience.
- Hybrid working available, with 3 days office-based and 2 days working from home.
- Flexible hours available after probation, subject to team availability.
- 4 x DIS.
- AE Pension from day 1, with 5% and 5% pension enhancement after 12 months.
- Private Medical Insurance.
Requirements
We are looking for an individual with previous experience in a similar administration, adviser support, or client servicing role. If you have a passion for delivering exceptional customer service and are looking for a challenging and rewarding role, please apply now.
