An exciting position in our Manchester office for a Financial Administrator to join the team to provide an effective and efficient administration service to our Advisers as required.
About the role
Provide support and guidance to the business in the following areas:
Complete all compliance administration associated with new business
Ensure new business submitted to the provider is fully completed and compliant
Ensure that all new business is input to our database system accurately, including commission or fee expectation
Deal with “on-boarding” of new client and enquiries, ensuring the relevant letter of authority (LOA) supporting information requests are issued in a timely manner. LOA information requests followed up and all outstanding information obtained
Monitor new business progress and chase outstanding documentation
Update new business register
Accurately check and issue Policy documents
Produce quotations as requested using The Exchange or other databases as required and requesting illustrations from providers
Complete all general correspondence as required, ensuring that the Advisers and clients are provided with an effective and efficient service
Produce client summaries as requested for new and existing clients within specified deadlines
Advise product providers of changes of agency
Deal with clients in relation to queries on their policies/investments, ensuring that any necessary changes are completed by the product provider
Answer the telephone in a polite and professional manner
Liaise effectively with clients, product providers and advisers
Provide any general information as requested by clients, advisers or the management team
Assist other administrators/advisers as required
To demonstrate awareness and practical application of the principles of TCF
Open and distribute incoming post
Undertake all general filing/scanning as pertaining to Advisers and clients
ESSENTIAL SKILLS / KNOWLEDGE
Strong Administration skills
Advanced Microsoft Word, Excel and PowerPoint skills
Team player but can also work independently when required
DESIRABLE SKILLS / KNOWLEDGE
CIPD Level 3 qualified or relevant experience
Experience of working within financial services
We are an established firm of financial consultants to entrepreneurs, with offices in the heart of Manchester city centre on Deansgate.
We have teams in accounting, tax, wealth management, corporate finance, payroll and marketing, all of which you will be given the opportunity to work closely alongside.
For more information, please visit our Careers page.
*Please note: We do not use recruitment agencies, please do not send speculative CVs in relation to this position.