Financial Planning Administrator

7 days ago

High Wycombe, Buckinghamshire, United Kingdom Blakemore Recruitment Full time
{"Key Requirements and Skills": "Key Requirements and Skills
  • Effective team collaboration and communication skills to manage tasks and support colleagues
  • Knowledge of FCA regulations and guidelines for financial services clients
  • Commitment to ongoing learning and development of product knowledge
  • Strong written and verbal communication skills to meet business needs
  • Ability to prioritize and organize workload efficiently
  • Capacity to work under pressure and meet deadlines
  • Proficiency in IT skills, including computer packages used in the industry, with knowledge of Intelligent Office being an advantage
  • Attention to detail and accuracy in work
", "Key Responsibilities": "Key Responsibilities
  • Manage new business submissions and track them to completion
  • Provide day-to-day client management, addressing any queries that arise
  • Administer Group Pension schemes
  • Administer Group Risk Schemes
  • Liaise with clients, product providers, and other relevant third parties
  • Maintain up-to-date back office systems, including client and provider data
  • Issue Letters of Authority, chase policy information, build schedules, and update existing policies on the system
  • Obtain illustrations and supporting literature
  • Support Financial Planners in research and analysis to meet client needs and objectives
  • Adhere to Company procedures and policies, as well as FCA Standards and Rules, and implement and maintain procedures as stipulated
", "Benefits": "Benefits
  • Competitive salary
  • 25 days holiday
  • Company Pension Scheme
  • Group Life insurance
  • Cash plan
", "Company Overview": "

Blakemore Recruitment is a leading recruitment agency specializing in financial services placements. We are dedicated to connecting top talent with exciting career opportunities in the industry.

", "Job Summary": "

We are seeking an experienced Financial Planning Administrator to join our client's team in Penn. The successful candidate will be responsible for providing administrative support to the Financial Planners, managing new business submissions, and ensuring the smooth operation of back office systems.

", "Why Work with Us": "

At Blakemore Recruitment, we pride ourselves on our commitment to excellence and our passion for delivering exceptional recruitment services. We offer a supportive and dynamic work environment, opportunities for professional growth, and a competitive compensation package.

", "Contact Information": "

Please note that we do not provide contact information for this job posting. Interested candidates should submit their applications through our website or by contacting us directly.

", "Disclaimer": "

The information provided is accurate to the best of our knowledge. However, we reserve the right to modify or withdraw the job posting at any time.

", "Job Type": "Full-time", "Location": "Penn", "Industry": "Financial Services", "Job Category": "Administrative", "Experience": "2+ years", "Education": "Relevant qualifications", "Language": "English"}

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