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Administrator - Financial Services

1 month ago

North Leigh, Oxfordshire, United Kingdom Blakemore Recruitment Full time

About the Company

We are Blakemore Recruitment, a leading recruitment agency in the UK.

We specialise in placing top talent within the Financial Services sector.

This role is for a Financial Planning Administrator to support our clients in North Leigh.

About the Role

The ideal candidate will have a minimum of 12 months - 2 years' experience in a Financial Planning Advisers environment and hold GCSE English & Math's (C or above).

You will be responsible for managing and processing all aspects of pre-sale and post-sale administration to ensure cases are chased through pipeline as quickly as possible.

Key Responsibilities

  • Preset administration completed, adding clients' information to intelligent office database
  • Create and update Wealth Report
  • Prepare and gather information LOAs and Policy information checklists
  • Meeting prep undertaken and presented to adviser ready for client meetings
  • Basic report writing, to include Fund Switches, Reviews, New money etc
  • Basic research undertaken, using FE, Defaqto, Cashcalc, etc
  • New Business and Review Case administration, submission of applications to providers, online and complete manual application forms, ensure case is in force as soon as possible
  • Prepare and maintain client files, including meeting compliance standards
  • Assist specialist paraplanner with investment strategy administration where required
  • Assist with general administration duties when colleagues are absent

Essential Qualifications

  • Minimum of 12 months - 2 years' experience in a Financial Planning Advisers environment
  • GCSE English & Math's (C or above)
  • Understand the financial planning process
  • Excellent written and communication skills
  • Analytical and ability to interpret data
  • Meticulous attention to detail
  • Happy to work independently and as part of a team

Salary Information

The estimated salary for this role is £26,000 - £32,000 per annum.

Benefits

  • Opportunity for progression into a Paraplanner or Senior Administrator role in the future
  • Working towards Industry recognised exams, Level 4 (CII or LIBF)