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Financial Planning Administrator

1 month ago

Birmingham, Birmingham, United Kingdom Blakemore Recruitment Full time
Financial Planning Administrator

We are seeking a highly organized and detail-oriented Financial Planning Administrator to join our team in Birmingham. This role offers a hybrid working arrangement with 2 days working from home.

About the Role

The successful candidate will provide administrative support to the Client Servicing Team, ensuring client requests are processed efficiently and professionally. They will be responsible for maintaining client personal details and policy information, as well as dealing with general enquiries and providing timely and accurate information to clients.

Key Responsibilities
  • Post client documentation to clients or product providers as required
  • Issue client letters to providers and obtain relevant information
  • Maintain accurate records of client personal details and policy information
  • Deal with written, telephone, and electronic general enquiries
  • Provide clients with timely and accurate information
  • Maintain relationships with providers to ensure a professional service
  • Deal with fee and commission queries
  • Operate and manage an effective diary to ensure all activities are planned and carried out in a timely manner
  • Inform Managers of client-related events and issues in a timely manner
  • Provide cover for other Client Service Administrators in the team
  • Answer telephones in a professional manner
  • Open, scan, and distribute post within company timescales
  • Ensure accurate and readable scanning of hard copy files
  • Shred documents as required
  • Report compliance issues or suspected breaches to the Compliance Manager
  • Operate within and conform to company procedures and contribute to their development
Requirements
  • Computer literate in Microsoft Office and other applications
  • Excellent communication skills, both written and verbal
  • Client-centric approach
  • Organized and highly motivated
  • Good attention to detail
  • Accurate data entry and record-keeping skills
  • Ability to plan, prioritize, and manage workloads
  • Enthusiastic, positive, and confident telephone manner
  • Client confidentiality
  • Ability to follow processes and procedures in a compliant manner