Financial Planning Administrator

4 days ago

Chelmsford, Essex, United Kingdom Blakemore Recruitment Full time

We are currently recruiting for a Financial Planning practice in the UK who are looking for an IFA Administrator to join their team. They are looking for someone who has experience within a Financial Services practice.

Key Responsibilities:

  • Process business submissions within our service level agreement (SLA); recording all new business where necessary (e.g. Intelligent Office, Business Register, File Tracker etc.) Submitting new business to providers, manage internal and external enquiries relating to new business; liaising with providers and clients for any outstanding information; responsible for one-month checks to ensure submissions are complete; NPW ('not proceeding with') process for business that is no longer going ahead.
  • Assist with any outstanding enquiries from Accounts related to new business; clawbacks and commission enquiries; direct debit cancellations and distribute to the relevant team
  • Business succession tracking
  • Monitor shared email inboxes, and ensure any correspondence has been acknowledged, and responded to, by the end of the next working day, in agreement with the department SLA; review provider alerts and secure messages and distribute to the relevant team for further action; manage ad-hoc queries from advisers, including logging phone call logs
  • First point of contact for telephone enquiries; record call details; distribute calls to the relevant departments; assist with any relevant queries for Admin

Requirements:

  • Experience within a Financial Services practice
  • Strong administrative skills
  • Excellent communication skills
  • Ability to work in a team environment

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