Business Operations Assistant
3 weeks ago
If you are an ambitious and results-driven professional looking for a new challenge, we invite you to apply for the Administrative Support Specialist - IFA role at Blakemore Recruitment.
The estimated salary for this position is £22,000-£27,000 per annum, depending on experience.
Key ResponsibilitiesThis position involves providing exceptional administrative support to our Financial Planning team, ensuring efficient operations and excellent client service. Key responsibilities include:
- First Point of Contact: Respond to telephone enquiries, record call details, and distribute calls to the relevant departments.
- Documentation Management: Record submission progress in File Tracker, responsible for distributing and documenting client State Pension forecasts, and recording relevant emails and documents to client files.
- Compliance and Risk: Monitor shared email inboxes, review provider alerts and secure messages, and distribute relevant information to the team.
- Client Communication: Liaise with clients, executors, or third parties, for queries relating to policies under our management, and communicate with clients regarding policy details, payslips/P60s, and valuations.
- Procedure Oversight: Oversee procedures until completion, including the deceased client process and compliance file process.
We are looking for a highly organized and detail-oriented individual who can work effectively in a team environment and prioritize multiple tasks to meet deadlines.
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