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Financial Planning Administrator

Financial Planning Administrator
Brooks Macdonald Group plc
Cardiff
GBP 25.000 - 35.000
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Financial Planning Administrator

Brooks Macdonald Group plc
Cardiff
GBP 25.000 - 35.000
Descrizione del lavoro

The Vacancy

As a Financial Planning Administrator, you will be part of a fast-paced team who provide administration support working closely with advisers and clients to ensure a smooth process from start to finish.

Day to day duties include gathering data, producing review packs, processing new business, dealing with letters of authority, updating client files and liaising with a variety of different providers.

Role Responsibilities:

  • File preparation for new and existing client reviews including valuation reports
  • Overseeing and processing new business applications, withdrawals, drawdown and fund switches
  • To ensure that files remain compliant at all times
  • To maintain and update client records on our back-office system (Intelligent Office)
  • To gather sufficient information on existing plans/arrangements to enable adviser to review our client's needs
  • To ensure that all necessary plan information, forms and illustrations (where applicable) are available
  • To structure letters to providers and clients
  • Arrange client meetings and manage diaries
  • General client servicing (e.g. Chasing LOA's, address changes, liaising with product providers and third parties etc)
  • To answer telephone calls and other general administrative duties such as filing/scanning/post
  • Meet and greet clients for face-to-face appointments
  • Perform role always ensuring adherence to the expected behaviours stated in the FCA Conduct Rules
Knowledge, Skills and Experience:
  • Experience providing administrative support to advisers within a wealth management organisation
  • Proficient with Microsoft Excel, Word and Outlook
  • Demonstrable pensions and investment product knowledge
  • Excellent communication skills both verbal and written
  • Prioritise and plan own workload, with an ability to effectively manage own time and achieve strict time scales
  • Working towards the CII Level 4 qualification desirable
  • A knowledge of Intelligent Office desirable
Role Details:

REPLACE THIS BOX OF TEXT WITH FURTHER ROLE DETAILS. PLEASE BE AWARE THAT THIS SECTION WILL NOT FEED INTO THE JOB BOARDS.

  • We prioritise your well-being with a comprehensive range of benefits designed to support you both personally and professionally.
  • Bristol, Cardiff, Reading, South Coast - Southampton
  • Competitive salary and a broad range of employee benefits
  • We prioritise your well-being with a comprehensive range of benefits designed to support you both personally and professionally.
  • We prioritise your well-being with a comprehensive range of benefits designed to support you both personally and professionally.
  • Bristol, Cardiff, Reading, South Coast - Southampton
  • Competitive salary and a broad range of employee benefits
  • We prioritise your well-being with a comprehensive range of benefits designed to support you both personally and professionally.
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* Il benchmark retributivo si basa sugli obiettivi retributivi dei leader del mercato nei rispettivi settori. È pensato per orientare gli utenti Premium nella valutazione delle posizioni aperte e aiutarli a negoziare la propria retribuzione. Tale benchmark non è fornito direttamente dall'azienda, quindi la retribuzione effettiva potrà risultare anche notevolmente superiore o inferiore.

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