Financial Planning Administrator

We are looking to add a conscientious and motivated administrator to join our growing team. We can offer part time hours to suit your own circumstances. Would be ideal for a workplace returner looking to fit around school hours. Willing and can-do attitude is essential. Previous financial services experience desirable.

Key Responsibilities –

• Maintenance of client data management system (Intelligent Office) i.e. adding and updating client information, fact finds, plan information, updating service status, scanning & uploading documents for electronic storage, adding notes to record client contact / actions
• Preparing client files for initial meetings / review meetings
• Requesting information from providers - illustrations, valuations, quotes, policy information - some will be generated online, others by telephone or postal request
• Submitting applications to providers - some paper, some on-line - and tracking cases through to completion, chasing where necessary and reconciling any fees due to ensure they are paid
• Using Intelligent Office to generate reports as necessary, lists of clients due for review each month, and follow up work to record outcomes of these reviews in the servicing record
• Excellent attention to detail and sound administrative written and verbal communication skills.

** To apply please send CV and a short covering letter outlining your reasons for why you are interested in the role **

Job Type: Part-time

Pay: From £26,000.00 per year

Expected hours: 18.0 – 24.0 per week

Benefits:

• Company pension
• On-site parking

Ability to commute/relocate:

• Runcorn WA7 3FW: reliably commute or plan to relocate before starting work (required)

Work Location: In person