Financial Planning Administrator

3 days ago


Sutton Coldfield, Birmingham, United Kingdom Blakemore Recruitment Full time
{"title": "Financial Planning Administrator", "content": "Key Responsibilities

We are seeking a highly organized and detail-oriented Financial Planning Administrator to join our team in Cheam. As a key member of our Financial Planning practice, you will be responsible for providing administrative support to our financial planners and ensuring the smooth operation of our business.

Key Tasks
  1. Process business submissions within our service level agreement (SLA) and record all new business where necessary.
  2. Assist with any outstanding enquiries from Accounts related to new business, including clawbacks and commission enquiries.
  3. Monitor shared email inboxes and ensure any correspondence has been acknowledged and responded to within the department SLA.
  4. Provide client information when requested, including payslips, P60s, valuations, and policy details.
  5. Responsible for monitoring and checking Dynamic Planner and sending out 'Attitude to Risk' hyperlinks.
  6. Issue confirmation letters to clients who are no longer under our management, following servicing updates.

Requirements

  • Experience within an IFA practice.
  • Excellent organizational and communication skills.
  • Ability to work accurately and efficiently in a fast-paced environment.

What We Offer

  • A competitive salary and benefits package.
  • Ongoing training and development opportunities.
  • A supportive and collaborative team environment.
", "company": "Blakemore Recruitment"}

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