Financial Planning Administrator

The Client Delivery Associate provides full support to one or more Financial Planners, ensuring client satisfaction through direct contact with clients, and other operational colleagues, while adhering to regulatory standards.

Financial Planning Administrator

Bracknell

£24-£29k deo

Permanent Role

ASAP Start

If you’re looking to join an organisation that will give you the right opportunities and experience to develop your career, read on...

We are seeking a talented individual to join the Client Delivery Department, which is responsible for providing advice of the highest quality, delivered in an efficient manner whilst mitigating any risks to the business and assisting with the achievement of business targets to clients.

Job Purpose:

The Financial Planning Administrator provides full support to one or more Financial Planners, ensuring　
client satisfaction through direct contact with clients, and other operational colleagues,　
while adhering to regulatory standards.　

Key Responsibilities:

• Proactively develop and maintain effective relationships with clients, colleagues and 3rd
  party

• Point of contact for all client servicing and new business queries; to research and resolve　
  client issues timely and efficiently.

• Preparation for client meetings and attend as and when required.

• Provide the business support necessary in meeting company strategy and business objectives, as required.

• Process all business in accordance with required processes & proactive pipeline management.

• Prepare and print illustrations, key features and applications as required.

• Maintain core systems ensuring that all tasks are carried out and completed in line with company policy and procedures.

• Maintain core systems ensuring that all tasks are carried out and completed in line with company policy and procedures.

• Request policy information from third party policy providers.

• Coordinate and produce client valuations as part of the advice delivery process.　

• Maintain client records in accordance with internal Compliance requirements.

• Prioritise workload to ensure all activities are timely, compliant and conducted in a manner that will meet the agreed performance standards and deliver outstanding service to clients.

• Maintain an awareness of, and act in accordance with, all Compliance and legislative obligations.　

• Cover Front of House responsibilities as and when required.

Skills and Qualifications:

• 2-5 years of operational experience within the financial services industry.

• A proven strong ethic of client service　

• Excellent standard of education ideally with Certificate in Financial Administration　
  (CF1)/equivalent with a desire to further development through additional qualifications.

• Proficient IT skills in core Microsoft Office systems.　

• Organisation and prioritisation skills being able to work independently and within a team.

• Professional telephone manner along with excellent written communication skills; to have　
  an eye for detail.

• Initiative - all ideas and input to the team are welcome. Use judgement and reasoning in　
  order to propose solutions to problems.

Please apply now with your most up to date CV. All applicants will be considered, however only those successful will be contacted.