Financial Planning Administrator

 

Job Description

Our client is a leading wealth manager, due to growth an opportunity has arisen for a experienced Financial Planning Administrator. Key responsible will include assisting with the processing of new business activities, liaison with client facing staff across advice and Product Providers.

Main duties

  • Process new business from proposal to policy issue, including any cash handling and production of fees.
  • Process amendments for existing clients.
  • Accurately load new and maintain existing client data on FP Administration System.
  • Maintain a regular diary system to enable the efficient tracking of all work flow items.
  • Ensure accurate records are maintained detailing the progress of work flow items including saving all documents to client records.
  • Assist with the production and issue of client valuations.
  • Collate & Submit monthly statistical data as agreed with department manager.
  • Undertake other such tasks as directed to assist with the smooth running of the department

PLEASE SEE OUR PRIVACY STATEMENT

 

Consultant Details

Maz Matin

Maz Matin

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Consultant
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+44 207 199 6262

Job Summary

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Leeds
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Permanent
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Ref ID: MM0924
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01/03/2022
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£21000 - £27000

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