Financial Planning Administrator
hace 5 días
Bath
The Financial Planning Administrator provides support to the Paraplanner and Advisers in a variety of tasks and, in turn, delivers a professional, compliant, effective telephone and administration-based service to our clients. It is the role of the Financial Planning Administrator to act as a liaison between the adviser, provider and clients ensuring that the advice journey experience for clients and partners is both positive and efficient. Duties: • Sending out application forms for clients to sign and return., • Communicating with product providers on behalf of clients., • Acting as the point of contact for a client if an adviser is unavailable., • Updating various databases with correspondence and important information relating to clients., • Creating and sending off letters of authority., • Collecting relevant data from providers to enable Financial Planning Executives to review existing products., • Supporting Advisers and Paraplanners with administration tasks., • Keeping up to date with compliance, economic and legislation changes., • Scanning documentation into client files., • Answering the phones and making outgoing calls., • Meeting and greeting clients., • Any other duties that are reasonable required. What you will need to demonstrate in an interview: Self-Management and Organisation • Conscientious individual with the ability to think laterally and bring their own ideas to the table., • Diligent individual with good attention to detail and a naturally critical eye., • Self-awareness, someone who focuses on looking after their own wellbeing and those around them. People Skills • A personable character with the ability to get on with people from a diverse array of backgrounds., • Caring, empathetic with high morals and naturally trustworthy., • A desire to learn with an understanding and belief that feedback is not criticism but part of learning. Communication • Professional and personable communication skills both verbally and written., • Confident in connecting with people in the office and building rapport and relationships with others., • Good grammatical, written, proof-reading and language skills and able to transfer this into letter writing and putting together emails for clients and other external stakeholders. IT Skills • Proficient in using a computer/laptop with programmes like Word, PowerPoint etc. organising emails as well as adapting to the use of new systems., • Some skills in Excel such as setting up tables, formatting spreadsheets, implementing graphs and using formulas with the ability to pick up and learn more. Qualifications/Experience • Ideally a candidate will hold a degree, but we welcome applications from individuals who have experience working in a professional environment and can demonstrate they have the ability to learn the above skills.