Financial Planning Administrators play a vital role in supporting the delivery of exceptional client service.
The primary responsibility is to ensure that all necessary information and documentation are available for Financial Planners to provide outstanding service.
Key Responsibilities:
* Ownership of new business application processes
* Process new business within target/service level agreements
* Engage with providers and other 3rd parties to ensure timely and effective processing
* Work collaboratively and communicate effectively with internal colleagues and 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 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, sort, prioritise, scan and allocate appropriately
* Issue documentation in line with company procedure
* Escalate client complaints and/or breaches immediately to management/compliance
* Deal with system generated tasks on date due, ensuring issues are escalated
* Maintain comprehensive client information in back-office system
Benefits of this role include:
* 28 days holiday plus Bank Holidays
* Death in Service
* Private Medical Insurance
* Group Income Protection
* Employee Assistance Program
* Medicash
* Private Pension
* Discretionary annual bonus up to 10%
* Hybrid/Work from home arrangement
* Support for further professional qualifications
A competitive salary and excellent benefits package make this a highly attractive opportunity.
This national brand offers a professional and encouraging working culture.
Home/office hybrid working is fully supported during the working week.
Join a team with high staff retention and excellent success rates.