The key tasks of the Administrator include:
The updating of client records from fact finds and meeting notes
Liaise with product providers, extracting and analysing details of existing pensions and investments to be transferred
Completing new business applications – to include preparation of illustrations and forms
Administering the withdrawal of funds
Completing fund switches/buys
Completing the administration of existing plans
Providing client valuations and review letters
Completing Cashflow Modelling
Completing fund and product research
Administering the risk profiling of clients
Completing suitability report preparation
Liaising with introducers, production of reports and ad hoc tasks to support sister companies within the group
Key Skills:
Previous experience in administration processes would be an advantage
Knowledge of pensions, investments and tax would be an advantage
You will be articulate, a good communicator and have excellent organisational skills
The ability to work within an established team structure
The ability to prioritise your workload
Hold a good attention to detail
Solid numeracy and literacy skills essential
Training Outcome:
Funding for industry exams
Development towards Advisor role
Development towards roles in sister companies (Mortgage and Specialist lending)
Employer Description:Financial Planning – Investment and Pensions adviceWorking Hours :Monday to Friday 9:00 – 17:30 with a 60-minute lunch.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Administrative skills,Team working,Articulate,Able to priortise,Numeracy and Literacy skills....Read more...
