Core duties and responsibilities:
- Carry out all administration duties to fully support Financial Planners
- Obtain valuations, information and product details for analysis
- Liaise with product providers and other third parties
- Process new business, withdrawals, fund switches and follow through to completion, working closely with the Paraplanner
- Deal effectively with queries from clients and other parties
- Book in annual review meetings with clients and manage a Financial Planner's diary
- Make up and maintain compliant files
- To comply with the principles of Treating Customers Fairly in all aspects of the role of Administrator
Key Skills:
- Understanding of the Financial Planning process
- Able to work within defined business processes
- Ability to achieve agreed outcomes without supervision
- Prioritise and plan your own workload
- Detailed and accurate
- Articulate
- Excellent interpersonal skills, both written and verbal
- Ability to multitask and prioritise effectively
- Good IT skills
- Ability to work independently and in a team
- Fully competent in desktop applications (proficient in Microsoft Word, Excel and Outlook)
- Xplan is our back-office system
Fully office based
Mon to Fri 37.5 hours
£25,000 - £30,000 DOE
Great benefits; parking on site, 25 days annual leave plus b/h
What you need to do now
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.
If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion on your career.
Hays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at hays.co.uk