Financial Planning Administrator, Gainsborough (JR-2045)
Financial Planning Administrator, Gainsborough
up to £25,000 d.o.e
Role Purpose
* To support the Adviser Team with preparing them for client meetings and discharging their responsibilities to their existing clients/prospective clients whilst ensuring that our service offering is outstanding.
Activities and Responsibilities
* Maintain effective diary system to ensure clients are offered review meetings at the appropriate time.
* Contact clients and book review meetings using diary colour coding system. Confirmation letters/emails to be sent to clients.
* Prepare meeting packs for Advisers including valuations and all other relevant documents required on the One Note system.
* Monitor/chase for the return of meeting notes uploaded to One Note by Adviser.
* Ensure that client meeting notes are recorded on the system, including e-briefings, Curo/CRM's, CRR's, Client ID, service questionnaires, review dates updated, scan notes to system.
* Construct appropriate post meeting letter for issue to clients from Adviser notes.
* Meet & greet Advisers clients' when meetings are held onsite. Ensure welcome screen is displayed in reception and guests sign in to the Visitors Book.
* Send off any Letters of Authority bought back from client meetings and record in working spreadsheet ensuring information is chased as required. Keep Adviser updated of progress throughout.
* Process change of address requests, updating systems and notifying the admin centres.
* Update systems and administration departments of any Death notifications.
* Make adviser aware of documentation received in relation to clients and provide general support as required.
* Act as a point of contact for clients and deal with routine issues/queries.
* Client celebration cards and sympathy cards to be arranged as necessary and sent to clients.
* Stationery stocks to be maintained within the Pod to ensure all documentation is current, recycling pile to be checked and added back to stationary stocks as appropriate.
* Completion of "Confirmation Withdrawal and Rebalance letter".
Skills and Experience
* Knowledge and understanding financial planning procedures and responsibilities to ensure clients receive an outstanding service.
* Professional and warm telephone manner.
* Ability to relate to the pressures on the Adviser Team and ensure an effective and efficient two-way relationship.
* Team player.
* Product and market knowledge would be desirable.
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