• Contract TypeContract Type:
    Permanent

  • About The Role

  • Purpose:

     The Financial Planning Administrator provides support to the Paraplanner and Advisers in a variety of tasks and, in turn, delivers a professional, compliant, effective telephone and administration-based service to our clients.  It is the role of the Financial Planning Administrator to act as a liaison between the adviser, provider and clients ensuring that the advice journey experience for clients and partners is both positive and efficient.

     

    Responsibilites:

    • Sending out application forms for clients to sign and return.
    • Communicating with product providers on behalf of clients.
    • Acting as the point of contact for a client if an adviser is unavailable.
    • Updating various databases with correspondence and important information relating to clients.
    • Creating and sending off letters of authority.
    • Collecting relevant data from providers to enable Financial Planning Executives to review existing products.
    • Supporting Advisers and Paraplanners with administration tasks.
    • Keeping up to date with compliance, economic and legislation changes.
    • Scanning documentation into client files.
    • Answering the phones and making outgoing calls.
    • Meeting and greeting clients.
    • Any other duties that are reasonable required.

  • About You

  • Key Skills:
     
    Self-Management and Organisation
    • Conscientious individual with the ability to think laterally and bring their own ideas to the table.
    • Diligent individual with good attention to detail and a naturally critical eye.
    • Self-awareness, someone who focuses on looking after their own wellbeing and those around them.
     People Skills
    • A personable character with the ability to get on with people from a diverse array of backgrounds.
    • Caring, empathetic with high morals and naturally trustworthy.
    • A desire to learn with an understanding and belief that feedback is not criticism but part of learning.
    Communication
    • Professional and personable communication skills both verbally and written.
    • Confident in connecting with people in the office and building rapport and relationships with others.
    • Good grammatical, written, proof-reading and language skills and able to transfer this into letter writing and putting together emails for clients and other external stakeholders.
    IT Skills
    • Proficient in using a computer/laptop with programmes like Word, PowerPoint etc. organising emails as well as adapting to the use of new systems.
    • Some skills in Excel such as setting up tables, formatting spreadsheets, implementing graphs and using formulas with the ability to pick up and learn more.
    Qualifications/Experience
    • Ideally a candidate will hold a degree, but we welcome applications from individuals who have experience working in a professional environment and can demonstrate they have the ability to learn the above skills.
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