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Chelmsford, Essex, United Kingdom GCB Recruitment Full time{"h1": "Financial Administrator Opportunity", "p": "We are seeking an experienced Financial Administrator to join our client\u2019s team in Chelmsford. As a Financial Administrator, you will be responsible for processing new business applications, assisting with suitability reports, and supporting the Advisors. Key responsibilities will include: *...
Financial Planning Administrator
2 months ago
We are currently recruiting for a Financial Planning practice in a reputable company 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:
- Business Processing: 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.
- Enquiry Management: 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: Business succession tracking
- Communication: 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
- Customer Service: First point of contact for telephone enquiries; record call details; distribute calls to the relevant departments; assist with any relevant queries for Admin
