Business Support Administrator - Wealth Planning

Reed Insurance
11 Feb 2018
13 Mar 2018
Contract Type
Full Time
My client a highly prestigious National Wealth Planning IFA practice is actively looking to recruit a very highly skilled Business Support Wealth Planning Administrator to join their expanding practice in Milton Keynes. This is an incredible opportunity for someone who would like to work for a client who really values their staff and as a result rarerly do they lose employees due to their business model and list of exceptional Company Benefits. The client rewards talent and as a Business Support Administrator within an IFA practice, you will be recognised greatly for you skills and ability. If you feel you have the following skills and ability then please do apply to secure an interview.

The main duties within the role are as follows:-

To assist in providing Financial Planning support to the Private Client Financial Planners and Partners
• To liaise with the Support Team to ensure all cases are fully compliant
• To place instructions for client deals within agreed timescales ensuring timely execution and to track deals and ensure all instructions have been carried out accurately
• To accurately record and maintain client personal, investment and transaction data on Intelligent Office and to ensure all corresponding data sheets are completed in a timely manner
• To file paper and electronic files in accordance with our agreed standards to ensure they can be accessed and/or retrieved in an efficient manner.
• Ensure prompt and effective communications with internal/external contacts in line with our service level agreements
• To build and maintain positive working relationships with colleagues and key contacts.
• To investigate, resolve and/or escalate service complaints and enquiries within internal and regulatory standards and to understand and apply these standards as specified in procedural manuals
• To plan, organise and prioritise work activities to ensure targets and service standards are met
• To develop and maintain a good understanding of a broad range of financial products and associated legal and regulatory requirements.
• To act as a professional point of contact for internal and external contacts by ensuring the majority of enquiries are dealt with at point of call. Where unable to do this, ensure that the caller is satisfied that their enquiry is being followed up.
• To assist with the creation of client valuations
• Processing new business and tracking through to completion, ensuring clients are kept informed on a regular basis
• Ensure billing/invoicing is carried out within our agreed service standards
• Deal with daily post, emails and other communications
• Provide support for regular and ad hoc marketing initiatives
• Any other work of an administrative nature or project work to ensure the smooth running of the business, including providing support for and to other Administrators

To be considered you must be able to demonstrate the following skills and exposure:-

- Currently working as a Financial Planning Administrator within an IFA Practice
- Do you have exposure to Adviser Office or 1st Software

In return for your exposure the benefits are fantastic

Reed Specialist Recruitment Limited is an employment agency and employment business

Similar jobs

Similar jobs