£21,000 - £22,000 per annum
*Please note, you must have previous experience in a similar to be considered
Benefits: Excellent benefits including on-site parking, monthly and quarterly discretionary bonus, annual performance related bonus, paid overtime, social events such as summer BBQ's and Christmas parties, full training provided, study leave and support, pay rises for any financial exams passed, career progression opportunities.
My client, a successful financial consultancy company based in Chelmsford, is seeking an experienced Administrator to join their growing team. This is a fantastic opportunity to join a business who develop their team and promote within.
Processing business submissions within the service level agreement (SLA); recording all new business where necessary
First point of contact for telephone enquiries; recording call details, distributing calls to the relevant departments & assisting with any relevant queries for Admin
Liaising with providers and clients regarding any outstanding information
Responsible for one-month checks to ensure submissions are complete
NPW ('not proceeding with') process for business that is no longer going ahead.
Submitting new business to providers
Assisting with any direct debit cancellations and distributing to the relevant team
Business succession tracking
Monitoring shared email inboxes, ensuring any correspondence has been acknowledged and responded to by the end of the next working day, in agreement with the department SLA
Reviewing provider alerts and secure messages and distributing to the relevant team for further action
Managing ad-hoc queries from advisers, including logging phone call logs
Supporting with any mandatory daily tasks for the department, during staff absences
Providing oversight and support to the Administrator
Deceased client process; responsible for procedure oversight until completion; communication with clients, executors or third parties, for queries relating to policies under our management; requesting and recording all necessary documentation to complete process
Compliance file process; Client Services Advice Team ('CSAT') compliance file process; scanning documentation to file and referring to Compliance team
Responsible for any changes to the first meeting packs for all advisers, including the adding and removing of documents; printing conductor process
LOA stage process for initial advice meetings (including virtual files); recording submission progress in file tracker; responsible for distributing and documenting client state pension forecasts; recording relevant emails and documents to client files
Providing client information when requested e.g. payslips/ P60's/ valuations/ policy details etc.; any updates to client policy information e.g. pension beneficiaries etc.
Responsible for monitoring and checking Dynamic Planner and sending out 'Attitude to Risk' hyperlinks; resending reminders to clients via Dynamic planner; following up with clients
Issuing confirmation letters to clients that are no longer under our management, following servicing updates, on a quarterly basis
Providing documentation to providers, for new or existing clients, to evidence KYC/AML verification, on request
Responsible for cleansing of hard copy files on an annual basis; ensuring all files are shredded/ recorded on file, as necessaryExperience / skills required:
Experience within an IFA ideal, not essential
Previous administration experience essential
Confident on the phone with a professional telephone manner
Excellent attention to detail skillsOffice Angels acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Office Angels UK is an Equal Opportunities Employer.
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