Financial Planning and Administration Specialist
4 weeks ago
- Assist Paraplanners/Advisers by preparing engagement letters, change of agency letters, client agreements, and gathering essential documents like provider application forms and client policy valuations.
- Ensure the back-office software is consistently updated and provide up-to-date valuations and relevant information to advisers.
- Manage adviser diaries, maintain client accounts, coordinate client communications, and handle filing and other administrative tasks.
- Respond to phone and intercom inquiries, greet clients and visitors, and assist with meeting preparation.
- Keep your knowledge and qualifications current to support both colleagues and clients effectively.
- Prior experience in financial services is essential, with a preference for candidates already studying with the Chartered Insurance Institute (CII).
- A dedication to delivering quality service and attention to detail.
- Strong verbal, written, and IT skills, with the ability to handle issues with diplomacy.
- A collaborative attitude with a strong sense of teamwork.
- Ability to plan, prioritize, and meet deadlines.
- Holiday: 25 days (plus tiered increases with length of service)
- Pension: 3% employer and 4% employee contributions
- Death in Service: 4x salary
- Income Protection: 75% up to NRD, with a 13-week deferment
- Career Development: Ongoing training and support for professional growth
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