My client in Whiteley is looking for a Data Gathering Administrator on a 12 month contract.
Client Details
My client is a privately owned financial planning and discretionary investment management house. They are
dedicated to providing a high-quality service for private clients, trusts, and smaller institutions.
The business was founded in 2004 and has grown organically and through a small number of
carefully integrated acquisitions. Originally the business started out as an investment manager and has
now developed the financial planning side of the offering, putting this at the forefront of the client
relationship.
Today they manage and advise on over £4.5 billion of client assets, acquired through a combination
of organic business growth and corporate acquisitions.
Description
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 - What will I be doing?
- 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
- 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
Job Offer
An excellent salary and benefits package is available to the successful candidate. The business prides itself on the development of its staff, through further training/studies and progression.