Financial Planning Administrator
6 days ago
We are currently recruiting for a Financial Planning practice in a leading recruitment agency, Blakemore Recruitment, who are looking to recruit a skilled Financial Planning Administrator.
Key Responsibilities:
- Process new business transactions
- Handle client inquiries and deliver exceptional customer service to ensure timely and accurate responses
- Assist with pension transfer work and drawdown-related matters
- Support financial advisors with their queries
- Enter data into client databases
- Conduct research on group schemes, generate quotations, and prepare renewal letters
- Prepare regular client valuations
- Complete policy questionnaires, particularly for pension-related matters
- Perform general office duties as needed
- Adhere to company procedures and ensure all work is conducted in a timely and compliant manner
Systems and Software:
- Proficient in Outlook, Word, and Excel to an intermediate level
- Familiarity with Intelligent Office (back office system) or similar software
- Working knowledge of financial platforms, including Quilter, Aviva, Ascentric, and Aegon ARC
- Knowledge of IRESS is a plus but not essential
Personal Specification:
- Minimum 2 years of experience in the financial industry
- Confident and analytical thinker
- Excellent communication skills, organized, effective time management, and ability to prioritize tasks
- Logical approach to requests, adaptable, and flexible
- Industry qualifications are a plus but not required
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