Location: Successful candidates can work from either of our offices, located in Barnsley and Kirk Ella (Hull). Salary: Competitive and dependent on experience, reflecting the skills and knowledge you bring to the role. Key Responsibilities * New Business – Obtain pre-sale documentation and submit new business applications in line with FCA and internal procedures * Servicing requests - Prepare paperwork required and process letters of authority, fund switches, rebalances, withdrawal requests and other servicing requests * Provider Liaison – Communicate with providers and platforms to obtain information, resolve queries and progress cases * Client Review Packs – Organise review packs, update valuations and any other supporting documentation in readiness for client review meetings * Workflow Management – Monitor and progress client cases, ensuring actions are completed within agreed timescales * Greet clients when they attend the office * Answer telephone calls, sort and distribute inbound correspondence * Undertake general administrative tasks, ensuring that throughout all stages of the advice and review process, the back-office records and client files are compliant, meeting FCA, GDPR and internal requirements This is a general outline of the various tasks associated with this role. There is naturally a degree of flexibility needed and this is therefore not intended to be a definitive list. Requirements and Key Skills * Have a minimum of one year of experience working as a financial services administrator * Genuine desire to produce a high standard of work and provide a quality service to clients * Excellent communication skills and confident telephone manner * Ability to work as part of a team * Excellent accuracy and attention to detail * Ability to multi-task and prioritise effectively * Good knowledge of the Office 365 suite * Experience working with Intelliflo back-office desirable
Contact Details:
Next Chapter Financial Planning Limited Recruitment Team
