Financial Planning Administrator, Bath

We are looking for both Administrators and Senior Administrators

Senior Financial Planning Administrator
Bath/Gloucester/Chelmsford/Mansfield
£24,000 - £27,000 p.a. DoE plus discretionary bonus
Hybrid Working
We are currently supporting an independently owned Wealth Management firm who are on the lookout for an experienced Financial Planning Administrator to join them Overview To provide administration support to the paraplanners and Financial Planner(s) in the delivery of service to their clients
Role

• Assist with preparation of existing client annual review meeting packs including production of Portfolio Reports.
• Work as part of a centralised Administration team for processing new client and annual review post meeting packs. Chase and collate Letter of Authority plan information, liaising with all parties to ensure sufficient information available for case assessment
• Package and dispatch Financial Planning reports for the Financial Planners and their clients.
• Process and submit new business applications and client instruction requests, tracking all transactions through to accurate and timely completion
• Providing regular updates on the progress of outstanding transactions and managing any technical queries.
• Produce and issue client fee invoices.
• Ensure all policy/platform account records are checked and updated upon receipt of product provider correspondence.
• Updating client platform account records
• Proactively review client platform account Liaise with product providers to progress all submissions including, but not limited to, client transfers and obtain fees information
• Provide support and assistance to other team members to ensure tasks are completed on schedule and deadlines are met.

About You Essential Requirements

• Previous experience of working in similar role
• Experience of working with Microsoft Office products including Word, Excel, Outlook and PowerPoint, or similar tools.
• Experience of delivering accurate, relevant and timely information Desire to deliver exceptional service at all times and strong focused approach to achieving the best outcome for the client and the business.
• Ability to consistently deliver within service standards.
• Excellent organisational skills, flexible and proactive approach to getting the job done.
• Strong interpersonal skills, both written and verbal communication.
• Excellent accuracy and attention to detail.
• Desire to learn and build skills
• Proven ability to work on own initiative

Desirable: Requirements

• Experience of working with Investment Wrap Platforms
• Experience of using Intelligent Office back-office system Benefits as a Senior Administrator
• Holiday - 25 working days in addition to the normal Bank Holidays, in addition 1 extra day’s holiday for each year of service up to 28 days
• Holiday buy and sell scheme where you have the opportunity to buy an additional 5 days holiday per year
• Group Life Assurance and Pension Scheme
• Private medical Insurance
• Group Income Protection