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Principal Forward Planning Officer
Mid Devon District Council
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Job summary
A financial planning firm in Warwick is seeking experienced Financial Planning Administrators to support financial planners with administrative tasks. Responsibilities include managing client information and processing new business applications. The role offers a generous salary, benefits including 28 days holiday, and hybrid working options. Ideal candidates will have strong organizational skills and attention to detail.
Benefits
Qualifications
- Experience in financial administration or related field.
- Ability to work collaboratively with financial planners and clients.
- Proficiency in managing client information and documentation.
Responsibilities
- Support financial planners with administrative tasks.
- Ensure all client information is accurate and up-to-date.
- Process new business applications in a timely manner.
Skills
Job Description
Recruit Wealth are delighted to be representing our fast growing, private equity backed, Financial Planning client with offices throughout the UK. Our client now seeks to recruit several experienced Financial Planning Administrators to join their existing team in Warwick. These are newly created roles to boost additional headcount. The primary role of the Administrator is to support the Financial Planners and Paraplanners with the administration involved in the implementation of advice service. You will have key responsibility for ensuring client information is kept up to date and the Financial planners have everything needed in order to deliver exceptional service to clients.
- Ownership of the new business application process
- Process new business within target/service level agreements
- Engage with providers and other 3rd parties to ensure that new business can be processed timely and effectively
- Work collaboratively and communicate effectively with internal colleagues as well as external professionals such as providers, solicitors and accountants
- Action Letters of Authority and Transfer of Authority, following through with providers to ensure policy information is received
- Ensure that the correct documentation is provided to clients and providers and that internal systems contain a full record of all action taken
- Assist Financial Planners in actively chasing and providing updates on pipeline business when requested
- Work collaboratively with colleagues across the business to ensure that Financial Planners are prepared for client meetings
- Answer telephone calls, ensuring that client, Financial Planner or 3rd party contact is effectively and compliantly fulfilled
- Action post in and out daily (when required). Sort, prioritise on receipt, scan and allocate appropriately
- Issue documentation in line with company procedure
- Ensure that client complaints and/or breaches are escalated immediately to management/compliance
- Endeavour to deal with system generated tasks on the date due, ensuring that issues are escalated
- Ensure comprehensive client information is maintained in the back-office system
- 28 days holiday plus Bank Holidays
- Death in Service
- Private Medical Insurance
- Group Income Protection
- Employee Assistance Program
- Medicash
- Private Pension
- Discretionary bonus up to 10% of company annual pay
- Hybrid/Work from home, full support for further professional qualifications
- Very generous salary, company bonus, excellent benefits and a professional, encouraging working culture
- Home/office hybrid working is fully supported during the working week
* The salary benchmark is based on the target salaries of market leaders in their relevant sectors. It is intended to serve as a guide to help Premium Members assess open positions and to help in salary negotiations. The salary benchmark is not provided directly by the company, which could be significantly higher or lower.
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