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Senior Financial Services Coordinator

2 months ago

Berkhamsted, Hertfordshire, United Kingdom Blakemore Recruitment Full time

We are currently recruiting for a highly regarded Financial Planning practice based in Berkhamsted. This Senior Administrator role will involve Complex NB Administration, including DB, IHT, Pension Transfer.

Job Description

To offer financial planning support to advisers, paraplanners and the practice ensuring clients receive high-quality financial advice. Primarily manage and process all aspects of post-sale administration to ensure cases are chased through the pipeline as quickly as possible.

Responsibilities and Duties:
  • Post-sale administration completed, adding clients' information to intelligent office database, creating new, and updating Wealth Report
  • Prepare and gather information CETVs, Illustrations, LOAs, and Policy information checklists for complex cases
  • New Business and Review Case administration, submission of applications to providers, online application, and complete manual application forms, ensuring case is in force as soon as possible
  • Prepare and maintain client files, including meeting compliance standards
  • Assist paraplanner with administration where required
  • Occasional basic report writing, to include Bed & ISA, Fund Switches, Reviews, Withdrawals, etc
  • Client liaison and complaint handling
  • Assist with general administration duties when colleagues are absent
  • Mentor colleagues to develop specialist administration skills
Qualifications and Requirements

The ideal candidate should possess:

  • A minimum of 2 years' experience working in a Financial Planning Advisers environment
  • GCSE English & Math's (C or above)
  • Understanding of the financial planning process, including MIFID & GDPR
  • Experience dealing with platform providers Prudential, Aegon Arc, OMW, Fidelity, Elevate (NB Applications, sell downs, phasing, withdrawals)
  • A working knowledge of intelligent office, avello office, or a similar back-office system
  • Proficient in processing new business applications and managing pipeline cases
  • Excellent written and communication skills
  • Problem-solving, finding solutions to complex issues
  • Analytical ability and data interpretation
  • Meticulous attention to detail
  • Happiness working independently and as part of a team
  • Ability to prioritise and plan own workload
  • Customer focus, client liaison, and complaint handling
Benefits and Salary

This exciting opportunity offers a competitive salary range of £25,000 - £30,000 per annum depending on experience, along with benefits that include comprehensive training and professional development opportunities.