Business Support Administrator – Financial Planning J – 586
£19,000 – £23,000 plus bonus & benefits, 23 days holiday
Well Established Wealth Management Firm in a beautiful, easily accessible location in Cheshire, with the aim to provide a unique and modern approach to financial planning for high networth Individuals and the employee benefit market and exciting growth plans over the next 5 years. The firm is now expanding its highly valued Business Support team to support its team of client facing advisers.
Candidates will be responsible for the processing of new business, proactive ongoing client management, servicing existing business, platform based work, illustrations & regular contact directly with clients & wrap/platform providers. This must be done in such a way as to ensure that the firm’s client and service propositions are delivered in an efficient and robust way, whilst maintaining high levels of risk management, operational effectiveness.
Key responsibilities and accountabilities:
·Responsible for administration within the IFA Business Support Team.
·Receiving and acting on instructions from advisers following client meetings.
·Maintaining actuate records using our internal back office system.
·Creating and producing letters, reports and invoices.
·Carrying out all tasks in a manner consistent including processing new business in line with compliance procedures.
·Liaising with clients and product providers on outstanding documents and queries.
·Preparation of existing client valuations / files ready for reviews.
·Process of new business.
·Ensuring all client files are compliant on an ongoing basis.
Relevant Skills and Experience
· Experience working in a Business Support role, for a financial planning organisation.
·Experience of using computer based management systems including Wrap/Platforms.
·Computer literate, conscientious and have a good attention to detail.
·Clear understanding of the financial planning process.
·Excellent communication skills, both written and verbal
·Able to work within defined business processes.
·Ability to achieve agreed outcomes without supervision.
·Prioritise own work load, and the work load of the Business Support team.
·Ability to multi task and prioritise effectively and aassist in ad-hoc projects when required.
·A good working knowledge of protection, pensions and investment products.
·Proficient in using MS Excel, Outlook, Word and Intelligent office.
·Self-driven, results-oriented with a positive outlook.
·A natural forward planner who critically assesses own performance.
·Good understanding of compliance issues.
·Reliable, tolerant, and determined.
·Keen for new experience, responsibility and accountability.
·Able to get on with others and be a team-player.
·£18,000 – £23,000 salary, based on experience and qualifications.
·23 days holiday
·4 x Death in Service Benefit
·Employer Pension Contributions
·Long Service rewards
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