Financial Adviser Administrator

Financial Adviser Administrator

Salary is around £26,000

Location | Redditch

• Flexible working & holidays - Enjoy flexible 35 hour working week with a 2.30pm finish on Fridays
• Competitive 26-day holiday allowance plus bank holidays and annual holiday purchase scheme.
• Contributory Pension scheme
• Death-in-service benefit
• Bonus Scheme - All employees are offered a competitive salary in addition to a discretionary annual bonus which is pro-rata for new starters

Our Client is a very well-established firm of Independent Financial Planners who provide bespoke solutions to their private and corporate clients. As a result of ongoing growth our Client now has an excellent opportunity for a Financial Adviser Administrator to join their established team based in the Redditch area. The main purpose of this role will be to support the Business support team who can then provide exceptional levels of support to the Financial Advisers and clients. The ideal candidate will be driven, be invested in their personal development, have a keen eye for detail and be a team player.

This is a full- time permanent role.

Key responsibilties:

• Use of the clients back-office system, Intelligent Office (IO), Word, Excel, Outlook.
• Ideally have experience of working with Platforms, especially Quilter, Standard Life Wrap (Abrdn) and Standard Life Elevate.
• To process new and existing business and provide full administrative support to financial advisers.
• To ensure that compliance procedures are adhered to and new business processed correctly.
• Responsibility for maintaining own diary (task based), ensuring outstanding work is chased and completed promptly and without delay.
• To assist in answering queries relating to new and existing clients, responding in a professional manner to develop adviser/client relationships. To liaise with product providers, clients, and advisers in an extremely professional manner over the telephone, face to face a in writing.
• To answer the telephone and to take information and notes in this regard, ensuring that messages are passed to the appropriate individuals promptly if unable to assist the caller with their query.
• To comply with the principles of Consumer Duty and Treating Customers Fairly in all aspects of the Business Support role.
• Report any breaches or complaints to the Compliance Manager.
• Type letters, reports, file notes and undertake other general administrative duties in line with the clients requirements.
• Assist, as and when required, in the preparation of client reviews.
• Perform accurate platform and non-platform fund switches.
• Allocate funds and assets on a variety of platforms on behalf of advisers.
• Produce existing policy valuations where required.
• Following the clients internal procedures for the issue of Letters of Authority and receipt of plan information.

Skills Required:

• Customer Service: Strong interpersonal skills and ability to provide excellent customer service
• Communication: Excellent verbal and written communication skills
• Administrative Assistance: Ability to perform a variety of administrative tasks including organising your workloads and maintaining records
• Strong attention to detail and ability to multitask and prioritise multiple tasks with the same deadline
• Experience within Financial Services is required
• Driving Licence (preferred) as there is very limited public transport

If this seems like a role you are interested, then apply online or for further information please speak to one of our specialist recruiters quoting reference NJR 15426

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