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Report Writer and Senior Administrator

2 months ago

leeds west yorkshire, United Kingdom Lazenby's Financial Services Full time
Job Description

Company Description


Lazenby's Financial Services is an independent financial advice team located in Leeds, West Yorkshire. Our team of experienced financial advisers offer unbiased advice and bespoke financial plans to help our clients build a secure financial future. We offer a range of financial planning services, including pension advice, retirement planning, investment funds advice, and inheritance tax planning, focusing on finding the best solution(s) for our client's financial objectives and attitude to risk.


Income and Benefits:


Income: £26,000 pa full time, on-site

6 weeks holiday per year plus bank holidays

Private Medical Insurance

An opportunity to study and be promoted to a paraplanner


Role Description


o  Work closely with IFA and Paraplanner to deliver quality suitability reports to clients

o  To understand client needs and objectives based on the information provided by the Paraplanner and IFA

o  To prepare clear, succinct and effective suitability reports that include all the issues that the client should be aware of with firm conclusions and recommendations

o  To regularly check work, ensuring all details are correct to maintain a high level of accuracy and a low level of errors within an agreed deadline

o  To provide the IFA with fund switch reports and GIA to ISA reports.

o  Ensuring that all files are fully compliant and finished.

o  Dealing/replying to all remedials within prompt timescales.

o  Input and maintain quality records on our client practice management system, Intelligent Office

o  Ensure all new business applications are submitted within timescales. Amend Service Case/Binder/Opportunity for all new business and upload relevant documents in the correct binders.


·       Managing client queries, working alongside the Administrator to ensure client interaction is

seamless. 

·       Cover for Administrator when not in the office.

·       To follow all processes and procedures for the Report Writer and Administrator role

·       Attend and take an active role in team meetings

·       Maintain your knowledge of the Company and competitors’ products.

·       Observes business etiquette and confidentiality at all times.

·       Uses initiative with regard to office tasks and functions, manages and prioritises his/her own workload in consultation with the IFA and paraplanner.

·       The job holder is responsible for his/her own health and safety.

·       The job holder will attend training courses and other team events as required.

·       The job holder will carry out such other reasonable tasks that may from time to time be allocated.


Qualifications, knowledge and experience


·       Experience working in the Financial Services sector

·       Experience and full understanding of FCA compliance requirements

·       Experience in writing complex and detailed reports for cases

·       Ability to assess information, make comparisons and identify critical features.

·       Experience in updating client electronic files

·       Fully competent in desktop applications (Microsoft Word, Excel, Outlook). 


Key Personal characteristics


·       Customer focused – putting the customer at the heart of everything we do.

·       A team player, working alongside others with positivity and respect.

·       Demonstrates loyalty and commitment to the business and colleagues ensuring all decisions are for the benefit of the business.

·       Has an empathetic approach to colleagues and clients.

·       Open and honest at all times.

·       Flexible in terms of the ability to operate in and contribute to a changing environment.

·       Ability to make decisions and use initiative.

·       A willingness to take full ownership of the role and to go above and beyond.  

·   High level of interpersonal skills; able to communicate with clarity, openness, conviction and enthusiasm.

·       Excellent planning, organising and prioritising skills.

·       Willing to learn.

·       Proven background of high attention to detail.