Financial Planning Administrator

Recruiter
Dynamite Recruitment Solutions Ltd
Location
Salisbury, UK
Salary
Competitive
Posted
10 Jul 2019
Closes
23 Jul 2019
Ref
1192480747
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
Valuation's Administration - 12 Months Fixed Term Contract
We are working with a client based in Salisbury who needs a an additional team member in the Valuations team. This is due to an increase in business volume.
To provide a valuation support service to all advisers within the company, enabling the adviser to track performance and carry out full client reviews as part of our ongoing client service.
Produce a suite of reports to form the client valuation pack and ongoing internal reporting tracking productivity and the team's performance.

Some of the duties are listed below:
Ensuring client reviews are completed in a timely manner on a quarterly, half yearly or annual basis depending on the requirements of the adviser and client categorisation,
Carrying out ad-hoc valuation requests, either for client meetings or for the adviser's own review purposes. Able to respond and adapt to changes in work priorities.
Handling telephone calls from colleagues and clients in respect of any queries they may have about their valuation. Ability to distinguish between a query which must be directed to the paraplanner/adviser and queries that can be dealt with directly by the valuation administrator.
Confident in calling providers and liaising with 3rd parties for valuations on specific plans on a regular basis.

What do you need for this role.

Experience within an accounts/administration role, preferably within the financial services industry. 5 GSCEs or equivalent. A-level / BTEC National qualifications desirable.
Good communication skills, both oral and written. Good knowledge of Microsoft Office, particularly Excel.
Strong planning and organisational skills, having the ability to organise and prioritise workloads. Accuracy and attention to detail are key.
To be adaptable within an ever changing environment with the ability to work to tights deadlines. Ability to identify process improvements and greater efficiencies.

Please apply online at the Dynamite Recruitment website or email
Dynamite Recruitment Solutions Ltd is acting as an Employment Agency in relation to this vacancy.

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