Our client are looking for a high-calibre administrator to join their team based in Whiteley. The ideal candidate must have top notch communication skills and be able to troubleshoot and process work in a timely and efficient manner.
Client Details
Our clients mission is to improve everyone's relationship with their wealth: to make it a positive force for their
future and at the same time to prevent it being a source of anxiety. They want everyone who works for them to be proud to work there, and to find fulfilment and meaning in the work that they do. Our client is a privately owned financial planning and discretionary investment management house.
Description
The responsibilities for the SFP Data Gathering Administrator role are:
The role will report to a Paraplanning supervisor, and the key areas of the role are as follows:
- Populating LOAs and adding client signatures, where the FPA has been signed
- Sending LOAs to providers in the most efficient manner
- Chasing receipt of LOAs and the plan information required to conduct analysis
- Complete LOA checklists (preferably from telephone calls, with paper confirmation to follow)
- Communicating with PPs on further information required
- Updating plan information on Curo and ensuring the relevant information is added to the files
- Updating Curo, advisers and client services team members on the status of an LOA
- Take ownership for process documentation and process enhancements
- Respond effectively to any queries on cases in your queue
- Effective testing of IT developments/projects, actively providing input/putting ideas forward for tech improvements
- Assist with the effective implementation of changes to procedures/processes
- Assist with process redesign initiatives - Making the journey quicker and automated!
Main Responsibilities:
- Collecting plan information as soon as possible!
- Gathering accurate and relevant information, enough to close the LOA request
- Work within agreed SLAs
- Maintaining records on how providers will accept LOAs
- Ensure all work is completed accurately and to a high standard
- Take responsibility for the data in our systems to ensure it is accurate and up to date
- Work collaboratively with Client Services, the paraplanners and the adviser as necessary, keeping them informed at all times and creating that strong team relationship
Profile
The successful candidate for the SFP Data Gathering Administrator role is someone with the following:
- Demonstrate a strong technical knowledge, and understanding of all financial products, plans and product providers (additional training will be given)
- At least 2 years' experience within the financial services industry
- Desire to learn and continue to develop technical knowledge and understanding
- Excellent communication skills, both verbally and in writing
- Exceptional attention to detail
- Ability to communicate effectively with departments across the business
- Comfortable with working in a fast-paced environment
- Strong team player, proactively offering support to the team
- Strong organisational skills and able to manage a busy workload
- Working towards a level 3 or level 4 qualification with the CII
- Strong IT skills
- Can proactively demonstrate a desire to take responsibility for personal development, being aware of any knowledge gaps and actively working to close these gaps
- Act as a strong advocate of change
Job Offer
The candidate for the SFP Data Gathering Administrator role will receive the following:
- Competitive Salary
- 28 days annual leave (Plus bank holiday)
- Life Assurance
- Income protection and Pension
- Access to flexible benefits platform