Description

What will you be doing?

We’re seeking a talented individual to join our Financial Planning team in Leeds. This is a fantastic opportunity to join a fast paced and dynamic team where you will be providing full administrative support to Financial Planners, ensuring client satisfaction through direct contact with clients and operational colleagues.

It would be advantageous to have some exposure to Personal Injury/Court of Protection client work, as this will be your primary specialism, (so an interest in the field is a must!). Additionally, a good knowledge of trusts would also be an advantage. You will need to have supported a Financial Planner before and processing new business is an essential part of the role.

Working Pattern: This role will be initially full time through training and implementation through a probation period of 6 months and then move to a hybrid pattern of 3 days in office and 2 days working from home.

As Client Administrator, your responsibilities will include among others:-

• To work closely with the aligned Financial Planners to deliver excellent client outcomes.
• To build relationships with clients and maintain regular contact.
• Maintain back-office systems and client records in line with the company policies.
• Request policy information from third party policy providers if applicable.
• Liaise with operational teams where support is provided on activities. e.g., scripts, transfers, corporate actions, static data changes, where applicable.
• Preparation of meeting packs and valuations (as required)
• Process all business in accordance with required processes & proactive pipeline management, to include establishing new accounts on internal systems and collating AML documentation as required.
• Identify and report any risks, breaches, or errors through ensuring risks are logged through to mitigating actions and controls.
• To encourage client, use of portal and other digital tools, provide guidance where required.
• To collaborate and share best practices with colleagues.