Administrator

1 week ago

Warrington, United Kingdom Resource Matters Ltd Full time

Location: Warrington Hours: Monday - Friday 9.00am - 5.00pm (35 hours) Salary: £18,000 - £22,000 Dependant on experience and qualifications Benefits: 25 days holiday (rising with length of service) plus Bank Holidays, Holiday Purchase Scheme, Life Assurance,Pension and Corporate Eyecare

My client is a national financial planning and wealth management group which operates from 22 offices across the UK. It provides impartial, specialist advice for individuals, corporates and trustees on pensions, retirement planning, inheritance tax planning,investments and group risk and business protection matters, often working closely with other professional advisers such as accountants and lawyers. The group differentiates itself by having a strong and ethical client-centric culture, a robust compliance approachand a clear focus on developing its staff.

Specific Responsibilities: The key duties of the role are listed below:
? Taking phone calls, inquiries and requests, and handling them where appropriate ? Client correspondence, written and verbal ? Processing New Business ? Preparation of client review packs ? Arranging client meetings and managing the Adviser’s diary ? Illustrationrequests ? Back-office support ? Ensure that all financial planning client administration is carried out in accordance with the Firm's procedures ? Maintain client records on the company software and ensure the client and firm's files are well presented, accurateand compliant ? Due to the nature of the business, the role may also include additional responsibilities considered reasonable

Experience & Skills: The role requires a reliable individual who has the ability to manage and prioritise workloads, so excellent organisational abilities are essential.

Key requirements are: ? Previous experience working in a Financial Planning firm is essential ? CII Level 3 Qualifications in Financial Administration preferable, if not training will be provided to achieve these ? Good working knowledge of IO and Platformexperience essential. ? An understanding of Model Portfolios/DFMs preferable ? Excellent planning, organisational and multitasking abilities are essential ? Excellent communication skills at all levels ? Ability to produce concise business correspondence,proofread for grammar, spelling and punctuation with a high degree of accuracy ? Analytical and problem-solving skills ? Flexibility/ adaptability to cope with change ? Confident with IT and office software packages including Teams, Outlook, Word, Excel andPowerPoint ? A team player with a positive attitude

This is a fantastic opportunity with a market leading organisation who offer development and progression

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