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.