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22 days ago
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Administrator - Financial Planning Company


Additional Resources Ltd
Salary:
Location: Nottingham
Job type: Permanent
Contact: Elaine
Category: Admin Jobs
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Administrator - Financial Planning Company

Nottingham

Salary - Competitive

My client a growing, young and dynamic Financial Planning Firm in Nottingham is looking for an Advisor Support Team - Administrator. Salary negotiable depending on experience.

Must have at least 3 years experience in a Financial company as you will need to come in and hit the ground running. Must be a team player who is reliable, hard working with a “Can do” attitude.

Job Spec:

Process and monitor new and existing business cases.
Liaise with clients and providers during progress of applications and ad-hoc enquiries :producing/sending letters & via phone calls/emails.
Use back office system daily to prioritise and manage workload and monitor ongoing & new cases.
Use back office system to set fee expectations and monitor suspense account.
Use suitability report templates to write basic advice reports.
Prepare compliance packs for Advisers/Intrinsic pre-approval : checking cases before submitting for pre-approval.
Print and prepare application forms, report & illustrations for Advisers for sign-up meeting.
Use Provider Platforms to process and monitor new business.
Write up annual client reviews submitted by advisers.
Provider Commission Reconciliation and Queries Management.
Provide general ad-hoc support to advisers and paraplanners as required.
General Office & administration (Post, stationery ordering, phone calls, visitor reception, setting meetings & appointments).

Additional Resources Ltd is an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003
Administrator - Financial Planning Company

Nottingham

Salary - Competitive

My client a growing, young and dynamic Financial Planning Firm in Nottingham is looking for an Advisor Support Team - Administrator. Salary negotiable depending on experience.

Must have at least 3 years experience in a Financial company as you will need to come in and hit the ground running. Must be a team player who is reliable, hard working with a “Can do” attitude.

Job Spec:

Process and monitor new and existing business cases.
Liaise with clients and providers during progress of applications and ad-hoc enquiries :producing/sending letters & via phone calls/emails.
Use back office system daily to prioritise and manage workload and monitor ongoing & new cases.
Use back office system to set fee expectations and monitor suspense account.
Use suitability report templates to write basic advice reports.
Prepare compliance packs for Advisers/Intrinsic pre-approval : checking cases before submitting for pre-approval.
Print and prepare application forms, report & illustrations for Advisers for sign-up meeting.
Use Provider Platforms to process and monitor new business.
Write up annual client reviews submitted by advisers.
Provider Commission Reconciliation and Queries Management.
Provide general ad-hoc support to advisers and paraplanners as required.
General Office & administration (Post, stationery ordering, phone calls, visitor reception, setting meetings & appointments).

Additional Resources Ltd is an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003

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