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Operations Director at Hulbert West Financial Planners
A fantastic opportunity has arisen for a Senior Financial Services Administrator to join our Independent Financial Planning practice based south of Norwich. The successful candidate would be a key member of our team, who work together to provide financial advice to predominantly high net worth clients.
Your duties will include:
* Providing an efficient administration service for Financial Advisers; assisting the Advisers in the procurement and processing of new business and the servicing of existing clients
* Populating and maintaining client records within our database
* Producing all the relevant paperwork for the client, on behalf of the Adviser, including client review packs, illustrations and valuations
* Processing all new business documentation in accordance with the agreed service and quality standards
* Dealing with basic queries from clients, Advisers or colleagues, taking the appropriate action to ensure the query is dealt with in a timely and effective manner
* Assisting with the preparation and issue of six-monthly investment portfolio reviews for a suite of in-house model portfolios run on an advisory basis, including monitoring, collating and managing client responses
* Assisting with the preparation of client suitability reports
* Delivering excellent client service in accordance with Financial Conduct Authority guidelines, internal policy and procedures and company service standards
The successful candidate will be an experienced administrator who will have:
* Ideally, at least three years’ experience of working in a financial advice firm
* A good understanding of pension, investment and protection products
* Experience of using in-house model portfolios run on an advisory basis
* A good working knowledge of Excel, Word and Outlook
* Knowledge of Intelliflo Intelligent Office, Elevate and Aviva Platforms preferrable
* Excellent verbal and written communication skills
* The ability to complete in depth work to a high standard, with a focus on attention to detail, under their own initiative.
* The ability to be highly organised, proactive and enthusiastic, with a friendly, outgoing personality and the aptitude to learn new skills quickly.
* The ability to be a good team player and work well within a team environment.
The role attracts a salary of £28,000 - £31,000, dependent upon experience, with 25 days holiday per annum, pension, private medical insurance and free parking.
Seniority level
Mid-Senior level
Employment type
Full-time
Job function
Finance and Sales
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