Financial Planning Administrator

7 days ago

Sutton Coldfield, Birmingham, United Kingdom Blakemore Recruitment Full time

We are seeking a highly organized and detail-oriented Financial Planning Administrator to join our team at Blakemore Recruitment. The successful candidate will be responsible for providing administrative support to our Financial Planning practice in Cheam.

Key Responsibilities:

  • Process business submissions within our service level agreement (SLA) and record all new business where necessary.
  • Assist with any outstanding enquiries from Accounts related to new business, clawbacks and commission enquiries, direct debit cancellations and distribute to the relevant team.
  • Monitor shared email inboxes and ensure any correspondence has been acknowledged and responded to by the end of the next working day.
  • Provide client information when requested, including payslips, P60s, valuations and policy details.
  • Responsible for monitoring and checking Dynamic Planner and sending out 'Attitude to Risk' hyperlinks.
  • Issue confirmation letters to clients that are no longer under our management, following servicing updates.

Requirements:

  • Experience within an IFA practice.
  • Excellent communication and organizational skills.
  • Ability to work accurately and efficiently in a fast-paced environment.

What We Offer:

  • A competitive salary and benefits package.
  • Ongoing training and development opportunities.
  • A supportive and collaborative team environment.

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