* 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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