Senior Financial Planning Administrator
Job Description
Job title: Senior Financial Planning Administrator
Company: IDEX Consulting
Job description: Access real-time salary data on over 600 roles across 40 different specialisms across the General Insurance, Financial Services and Legal professions.
Our 2023 Salary & Benefits Guide is here!
Providing the best market insight, key advice on changing economic conditions, and the latest salaries in the General Insurance, Financial Services, and Legal sectors.
Access insights now!
Our 2023 Salary & Benefits Guide is here!
Providing the best market insight, key advice on changing economic conditions, and the latest salaries in the General Insurance, Financial Services, and Legal sectors.
Access insights now!
Our 2023 Salary & Benefits Guide is here!
Providing the best market insight, key advice on changing economic conditions, and the latest salaries in the General Insurance, Financial Services, and Legal sectors.
Access insights now!
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Senior Financial Planning Administrator
Job details Posted 11 January 2024 Salary£32000.00 – £38000.00 per annum LocationBristol Job type Discipline Expiry 20 April 2024 Reference40762_1704985442
Consultant
Regional Manager
Senior Financial Planning Administrator
Job description
We are working with a large wealth management company looking to take on a Senior Financial Planning administrator to support a high flying senior financial planner.
This role is suitable for someone with IFA Administration experience. This is a fantastic opportunity for someone who would like to support a Financial Planner in a 1-2-1 capacity working closely with the designated Paraplanner.
This opportunity would be great for someone who wants to develop and progress their career within administration and move into a team leader/management style position. This would not suit someone who is looking to progress into another department such as paraplanning/advising/compliance.
Responsibilities will include but will not be limited to:
- Proactively develop and maintain effective relationships with clients, colleagues and 3rd party firms
- Point of contact for all client servicing and new business queries; to research and resolve client issues timely and efficiently
- Preparation for client meetings and attend as and when required
- Provide the business support necessary in meeting strategy and business objectives, as required
- Process all business in accordance with required processes & proactive pipeline management
- Prepare and print illustrations, key features and applications as required
- Maintain core systems ensuring that all tasks are carried out and completed in line with company policy and procedures
- Request policy information from third party policy providers
- Coordinate and produce client valuations as part of the advice delivery process
- Maintain client records in accordance with internal Compliance requirements
- Prioritise workload to ensure all activities are timely, compliant and conducted in a manner that will meet the agreed performance standards and deliver outstanding service to clients
- Maintain an awareness of, and act in accordance with, all Compliance and legislative obligations
- Cover Front of House responsibilities as and when required
Skills and Qualifications:
- Have experience of administration within the financial planning sector
- A proven strong ethic of client service
- Proficient IT skills in core Microsoft Office systems
- Organisation and prioritisation skills being able to work independently and within a team
- Professional telephone manner along with excellent written communication skills; to have an eye for detail
- Initiative – all ideas and input to the team are welcome. Use judgement and reasoning in order to propose solutions to problems
This is a fantastic opportunity for someone wanting to join a firm that will support, and progress your career. Full financial support to achieve qualifications to take you to that next stepping stone.
This is a hybrid working role which will see you in the office x3 days a week and x2 from home. Laptop and phone will be provided.
For more information on this firm in Bristol and position please click apply!
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Our Diversity, Equity and Inclusion Mission
At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.
Expected salary: £38000 per year
Location: Leeds
Job date: Sat, 13 Jan 2024 07:42:22 GMT
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