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£22-27K, Healthcare, Pension

Personal Administrator

£22-27K, Healthcare, Pension

TW251

Personal Administrator Leicester

THE COMPANY:

This firm of Independent Financial Advisers have been established for over 40 years. Over this time, they have built an excellent reputation by providing trusted and professional advice to their clients. Through growth they are now looking to add to their close-knit team by recruiting a Personal Administrator to ensure clients receive the highest level of service.

THE ROLE:

As a Personal Administrator you will be responsible for:

  • To prepare paper based and computer-based files for new and existing clients and to maintain all client files in a compliant and tidy manner.
  • To ensure that advisors have completed necessary documentation i.e. Fact Finds, Client Agreements, Service Agreements, Anti Money Laundering Verification Documentation to ensure that files remain compliant prior to recommendations being made and any transactions being processed.
  • To gather sufficient information i.e., information on existing plans/arrangements, provide relevant information for proposed new plans/arrangements to enable advisor to review client needs – the Adviser having informed the Administrator of the proposed recommendations.
  • To prepare client valuations as and when required to enable advisor to review client needs.
  • To ensure that all necessary plan/arrangement information and necessary forms, illustrations/ quotations are available prior to a report request being made by the advisor.
  • To structure letters to providers, clients etc. to obtain information or enable any transactions to be processed using appropriate standard letters as provided.

THE CANDIDATE:

Successful candidates should have previous experience in a similar role and have detailed knowledge of administrative and advisory processes to satisfy RDR, TCF requirements and FCA regulation. Someone with a good sense of humour, and strong work ethic would fit in well with the team. Everyone works together and help each other out so a team player would really gel. Knowledge of IO software and Platforms would be beneficial but not essential.

THE BENEFITS:

£22-27K, Healthcare, Pension

TW251

Personal Administrator Leicester

To apply for this job email your details to tom@synergypersonnelservices.co.uk.