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Financial Planning Administrator, Gainsborough up to £25,000 d.o.e Role Purpose To support the Adviser Team with preparing them for client meetings and discharging their responsibilities to their existing clients / prospective clients whilst ensuring that our service offering is outstanding. Activities and Responsibilities Maintain effective diary system to ensure clients are offered review meetings at the appropriate time. Contact clients and book review meetings using diary colour coding system. Confirmation letters/emails to be sent to clients. Prepare meeting packs for Advisers including valuations and all other relevant documents required on the One Note system. Monitor / chase for the return of meeting notes uploaded to One Note by Adviser. Ensure that client meeting notes are recorded on the system, including e-briefings, Curo/CRM's, CRR's, Client ID, service questionnaires, review dates updated, scan notes to system. Construct appropriate post meeting letter for issue to clients from Adviser notes. Meet & greet Advisers clients' when meetings are held onsite. Ensure welcome screen is displayed in reception and guests sign in to the Visitors Book. Send off any Letters of Authority bought back from client meetings and record in working spreadsheet ensuring information is chased as required. Keep Adviser updated of progress throughout. Process change of address requests, updating systems and notifying the admin centres. Update systems and administration departments of any Death notifications. Make adviser aware of documentation received in relation to clients and provide general support as required. Act as a point of contact for clients and deal with routine issues/queries. Client celebration cards and sympathy cards to be arranged as necessary and sent to clients. Stationery stocks to be maintained within the Pod to ensure all documentation is current, recycling pile to be checked and added back to stationary stocks as appropriate. Completion of "Confirmation Withdrawal and Rebalance letter". Skills and Experience Knowledge and understanding financial planning procedures and responsibilities to ensure clients receive an outstanding service. Professional and warm telephone manner. Ability to relate to the pressures on the Adviser Team and ensure an effective and efficient two-way relationship. Team player. Product and market knowledge would be desirable.
NJR is currently working with a well established Wealth Management practice who provide a professional and bespoke Wealth Management service to their Private Client's, Business Owners, Trustees and Sports professionals. Due to upcoming Maternity leave they have an excellent opportunity for an ambitious Financial Services Administrator to join their highly successful practice on a fixed term contract. What's in it for you? Competitive salary Hybrid working 25 Days Holiday Bank Holiday Extra day off for birthday Death in service cover Company pension Immediate start available Our client is extremely dynamic and provides an environment for career motivated people to thrive and will offer support should you wish to pursue professional qualifications. With hybrid working from their prestigious office based in Gainsborough, the main aim of this role is to support the Adviser Team with preparing them for client meetings and their responsibilities to their clients whilst ensuring that the service offering is outstanding. Responsibilities will include: Arranging client meetings and diary management Prepare meeting packs for Advisers including valuations and all other relevant documents Updating client records Construct appropriate post meeting letter for issue to clients Meet & Greet Advisers clients Dealing with Letters of Authority Act as a point of contact for clients and deal with routine issues/queries New business submission What do we need from you? Previous experience in a similar role Excellent communication skills Strong attention to detail Our client is looking for a confident, switched-on individual who has drive to exceed expectations and deliver a high level of customer service. For further information please contact one of our specialist consultants quoting REF: NJR14870 #FIN1