Senior Financial Planning Administrator, North Somerset (Bw-1989)

We are delighted to represent this independently owned Chartered firm of Financial Planners who are seeking an experienced Senior Financial Planning Administrator to join their busy team.

Senior Financial Planning Administrator Job Role

Working in collaboration with Financial Planners, Paraplanners and other colleagues, you will maintain and manage client records, process life, pension and investment new business, answer and deal with telephone enquiries, prepare valuations

Senior Financial Planning Administrator - Key Responsibilities

• Prepare application forms and paperwork for clients to complete
• Process and manage new business and servicing through to completion. Chase progress of applications; alerting Financial
• Planners to any issues arising and keeping clients up to date with any progress
• Make changes to clients’ investments as instructed by paraplanners or planners
• Prepare client portfolio valuations and review documents
• Prepare and dispatch reports
• Regular meetings with Paraplanner and Planner to discuss work in progress
• Ad-hoc project work
• Peer checking review documents and other work when required

About You and Your Key Skills

• Good strong technical knowledge with a min of at least 2 two years’ experience in a similar role from within a Financial Planning office
• Excellent numeracy and literacy skills, GCSE grades A - C (or 4 - 9)
• Computer Skills - competent in the use of relevant packages including Word and Excel
• Excellent attention to detail, good organisation and time management skills
• A critical thinker and a good problem solver
• Good communication skills both face to face and over the phone
• An ability to work under own initiative and as a team player
• Understanding of the provision of advice to clients in a compliant manner
• Experience with I/O, desirable

Salary & Benefits

• Competitive salary depending on experience
• Group Life cover
• Group Income Protection
• Simply Health cash pan
• Private Medical Insurance
• Workplace Pension
• Free Parking