Financial Planning Administrator

3 days ago

Cheadle Hulme, Stockport, United Kingdom Bond Recruitment Full time £25,000 - £40,000 per year


Bond Recruitment is delighted to be recruiting an experienced Financial Planning Administrator on behalf of our client, a very successful and well-established firm of Financial Planners based in Cheadle, Cheshire.

Role overview

  • To provide an effective and efficient administration service to the Advisers and Head Office as required
  • To assist Paraplanners and Advisers with the processing of cases
  • To ensure the completion of all New Business cases in a timely and efficient manner
  • To provide relevant MI data when requested to the Management Team

Administrative Duties

  • Complete all general correspondence as required ensuring that the Advisers and clients are provided with an effective and efficient service
  • Produce client summaries as requested for new and existing clients within specified deadlines
  • Preparing Client Review Packs
  • Advise product providers of changes of agency and sending and chasing Letters of Authority to providers
  • To complete Policy Summary Sheets once information required is received to ensure all information required has been received for the Paraplanner/ Adviser to continue with the case
  • Deal with clients in relation to queries on their policies/investments, ensuring that any necessary changes are completed by the product provider
  • Answer the telephone in a polite and professional manner
  • Liaise effectively with clients, product providers, paraplanners and advisers
  • Provide any general information as requested by clients, Advisers or the Management Team
  • Assist other administrators as required/requested by your Manager to assist with the effective running of Head Office
  • Undertake all general filing/scanning/shredding as pertaining to advisers and Management as required
  • General typing of correspondence
  • Any other administrative duties deemed appropriate for the role by your Manager

New Business Administrative Duties

  • Ensure that all new business is input to Back Office system accurately, including commission expectations and Adviser Fees to ensure payments are matched
  • Complete all compliance administration associated with new business
  • Ensure new business submitted to the relevant providers is fully completed and compliant
  • Monitor new business progress and chase outstanding documentation
  • Accurately check and issue Policy documents where appropriate
  • Any other New Business administrative duties deemed appropriate for the role by your Manager to ensure the timely and efficient completion of New Business

Skills and attributes

  • Attention to detail
  • Excellent standard of written & verbal communication to be able to liaise with advisers, providers and clients
  • Effective technical and product research using own initiative where appropriate
  • Ability to manage time and your own workload as well as working in a team
  • Microsoft Office, including, Excel, Word, PowerPoint and Publisher
  • Professional and positive attitude
  • Strong interpersonal skills
  • Strong organisational skills and efficiency
  • Ability to work in a team yet use own initiative where required

If you feel you have the skills and experience and would be a suitable candidate for the role, please apply today and we will be in touch within 24 hours.


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