Financial Adviser Administrator - #1772185

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, invested in their personal development, have a keen eye for detail, and be a team player

This is a full-time permanent role

Key Responsibilities:

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

Process new and existing business and provide full administrative support to financial advisers

Ensure compliance procedures are adhered to and new business is processed correctly

Maintain own diary (task-based), ensuring outstanding work is chased and completed promptly

Assist in answering queries relating to new and existing clients, responding professionally to develop adviser/client relationships

Liaise with product providers, clients, and advisers in a professional manner over the telephone, face-to-face, and in writing

Answer the telephone, take information and notes, ensuring messages are passed to the appropriate individuals promptly

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 needed, 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

Follow 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 organizing workloads and maintaining records

Strong attention to detail and ability to multitask and prioritize 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 in, please apply online or for further information, speak to one of our specialist recruiters quoting reference NJR15426

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