Financial Planning Administrator

16 hours ago


High Wycombe, Buckinghamshire, 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. As an IFA Administrator, you will play a crucial role in supporting our Financial Planners in delivering exceptional client service.

Key Responsibilities:

  • Manage new business submissions and track them to conclusion
  • Provide day-to-day client management, responding to queries and resolving issues
  • Administer Group Pension schemes and Group Risk Schemes
  • Liaise with clients, product providers, and other relevant third parties
  • Ensure back-office systems are up-to-date, including client and provider data
  • Issue Letters of Authority, chase policy information, and build schedules
  • Obtain illustrations and supporting literature
  • Support Financial Planners in research and analysis to meet client needs
  • Adhere to Company procedures, policies, and FCA Standards and Rules

Requirements and Skills:

  • Excellent team working and liaison skills
  • Understanding of FCA regulations and guidelines
  • Willingness to develop knowledge of products and related issues
  • Good communication skills (written and verbal)
  • Ability to prioritize and organize workload
  • Accuracy and attention to detail
  • IT skills commensurate with industry standards

Benefits:

  • Competitive salary
  • 25 days holiday
  • Company Pension Scheme
  • Group Life insurance
  • Cash plan


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