Administrator Advice Support Pensions & Financial Planning

Rathbones; Leeds; On-site; GBP 25,000 - 35,000; Full time

Job summary

A financial services company in Leeds is seeking an experienced Administrative Support professional to join their Financial Planning team. The ideal candidate will ensure high-quality client service is delivered through accurate and up-to-date client data. Responsibilities include processing client letters, updating financial planners, and maintaining client information on systems. A strong attention to detail and good communication skills are essential. This role offers a full-time employment opportunity.

Qualifications

• Must have a methodical and conscientious approach to work.
• Experience in an office environment and/or financial industry preferred.
• High standard of accuracy in task execution.

Responsibilities

• Provide administrative support to the Financial Planning team.
• Ensure client data is accurate and up to date.
• Process client letters of authority to providers.

Skills

Excellent numeracy skills

Good communication skills

Attention to detail

Microsoft Excel knowledge

Ability to learn new technology

Job description

The Role

In this role you will provide administrative support to the whole Financial Planning team to ensure a commercial high‑quality, low‑risk client service can be delivered. You will ensure client data is accurate and up to date to support the client service marketing strategy and BI requirements of the business.

Outcomes of the Role

• Ensuring client records are accurate and up to date and, where necessary, data cleansing of systems. This may also include regular monitoring.
• Contributing to the testing of IT system processes.
• Processing client letters of authority to providers, reviewing plan information and obtaining any missing information in a timely manner.
• Updating Financial Planners, Financial Planning Assistants and Client Services Executives with progress on data collection.
• Inputting, attaching and maintaining client information on Adviser Office and RFP systems as required, ensuring BI can be obtained as needed.
• Following department processes and procedures to ensure information is up‑to‑date and accurate.
• Operating the processes for receipt of adviser charges/commissions to ensure correct and timely client charging and efficient income for the company, and correct financial reporting collection.
• Contributing to collating/updating agency agreements with providers and setting up new users on 3rd‑party platforms.
• Completing projects on an ad‑hoc basis for RFP.
• Other administration duties required from time‑to‑time as directed by the department manager.

Knowledge, Skills and Experience

• Excellent numeracy skills.
• Good communication skills.
• A high standard of accuracy and attention to detail.
• Must be able to use your own initiative and work closely with Managers in a proactive manner.
• Methodical and conscientious approach to work; follow procedures in line with internal processes and regulatory requirements.
• Excellent telephone manner.
• Experience in an office environment and/or within the financial industry is ideal.
• Good Microsoft Excel knowledge.
• Ability to learn and embrace new technology.

Employment Information

Employment Type: Full Time

Department / Functional Area: Financial Planning

Vacancy: 1

Location

Leeds