New opportunity for an experienced Financial Planning Administrator to put their stamp on this financial planning department and play a key role in the business.
This role is remote with 1 day per month in the office/at meetings in Norfolk.
Due to continued success in providing fee-based advice to HNW clients, this successful wealth management practice requires a professional and proactive Financial Services Administrator to provide holistic support to a Financial Advisers and paraplanning team.
Duties for this role will include:
- This role comes in a key time, with a chance to have in put on systems and processes going forward
- Timely and accurate processing of all client documents and returned queries to ensure that client's needs are met.
- Responsible for the processing of all departmental administration tasks, with a high degree of accuracy. This will include recording and allocating leads to the Financial Services Team.
- Escalate any unresolved issues to the specialists providing them with enough information to investigate the issue.
- Letter of authority issue and chasing
- Chasing financial information from clients
- Liaising and chase the networks admin team
- Potentially helping advisers with FE analytics and Selectapension reports
The candidate:
- Experience of working in pensions and investments administration is essential
- Some experience of mortgages and protection administration is beneficial
- Advanced organisation skills to prioritise and manage daily tasks and meet exacting deadlines with a high degree of accuracy
This is an excellent role within a forward thinking and innovative firm working in a vibrant team, who are continually looking to improve and develop the services which they offer to their clients. In return, you will receive a generous basic package and the support to develop your skills and further your career.
This role is remote, but will require attendance once a month on an ad hoc basis, and time in the office for training, so will be best to live close enough to Norfolk.
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