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Client:
Blakemore Recruitment
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Job Category:
Finance
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EU work permit required:
Yes
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Job Reference:
f32f8069b722
Job Views:
10
Posted:
26.04.2025
Expiry Date:
10.06.2025
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Job Description:
We are currently recruiting for a highly regarded Financial Planning practice based near Berkhamsted. They are seeking a Senior Administrator to join their team. The role includes complex NB administration, such as DB, IHT, and pension transfers.
Job Overview
Provide financial planning support to advisers, paraplanners, and the practice to ensure clients receive high-quality financial advice. Manage and process all aspects of post-sale administration, ensuring cases move through the pipeline efficiently.
Responsibilities and Duties
* Complete post-sale administration, update client information in the intelligent office database, create new records, and update Wealth Reports.
* Gather information for complex cases, including CETVs, illustrations, LOAs, and policy checklists.
* Administer new business and review cases, submit applications to providers, handle online and manual applications, and ensure cases are in force promptly.
* Maintain client files in compliance with standards.
* Assist paraplanners with administrative tasks as needed.
* Occasionally write basic reports, including Bed & ISA, fund switches, reviews, and withdrawals.
* Handle client liaison and complaints.
* Support general administrative duties in colleagues' absence.
Qualifications
* At least 2 years of experience in a Financial Planning Advisers environment.
* GCSE English & Math (C or above).
* Understanding of financial planning processes, including MIFID & GDPR.
* Experience with platform providers such as Prudential, Aegon Arc, OMW, Fidelity, Elevate (applications, sell downs, phasing, withdrawals).
* Knowledge of intelligent office, Avello Office, or similar back-office systems.
* Proficiency in processing new business applications and managing pipeline cases.
* Excellent written and communication skills.
* Problem-solving skills and ability to find solutions to complex issues.
* Analytical skills and data interpretation.
* Meticulous attention to detail.
* Ability to work independently and as part of a team.
* Effective prioritization and workload management.
* Customer focus, client liaison, and complaint handling skills.
* Exposure to DB pensions and pension transfer administration.
* Working towards Industry-recognized exams, Level 4 (CII or LIBF).
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