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Financial Planning Administrator

4 weeks ago

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We are seeking a highly skilled Financial Planning Administrator to support our team in delivering exceptional client service.

The successful candidate will provide administrative support to our financial planners, ensuring the smooth operation of our business.

Key Responsibilities:

  • Provide high-quality administration and analytical support to our financial planners and clients.
  • Manage workloads and prioritize tasks to meet deadlines.
  • Process new business and servicing queries using our business processes and service level agreements.
  • Contribute to the reporting of management information and key performance indicators.
  • Use company systems in line with internal procedures and ensure all processes are completed in line with company manuals and process documentation.
  • Participate in meetings, conferences, and seminars applicable to the role and following appropriate authorization.
  • Build relationships with external product providers and suppliers and act as a main point of contact for clients.
  • Check all new business paperwork prior to submission to ensure it is compliant.
  • Manage planner diaries and book client new business and review meetings in line with company procedure.
  • Data collection of client portfolios for new business and review meetings.
  • Prepare all documentation and meeting packs for planners in a timely fashion.
  • Ensure all meeting follow-up work is completed within company timescales.
  • Manage and action incoming and outgoing client queries both via post and digital methods.
  • Managing cash balances and cash movements.

Key Competencies:

  • Excellent attention to detail and organizational skills.
  • Confident and competent communication skills – verbal and written.
  • Excellent record keeping.
  • Ability to multi-task.
  • Demonstration of initiative.
  • Good working knowledge of in-house systems and processes.
  • Ability to communicate to peers and line manager.
  • High integrity and ability to maintain confidence.
  • Strong focus on delivering high-quality client service.
  • Ability to work under pressure as part of a team.
  • Strong software skills with good knowledge of MS Word, Excel, and Outlook.
  • Ability to build effective internal and external relationships.

Experience/Qualifications:

  • Proven experience in a financial service administrative role.
  • Experience of client relationship management software within financial services Iress X Plan or similar.