Administrator
As this is a key support role for the Financial Planner, you must be very well organised, have excellent attention to detail and strong communication skills; the ability to work autonomously is crucial as is a flexible approach.
Candidates must have the experience, initiative and motivation to contribute to the setting up and continuous improvement of systems and processes.
A high level of experience and knowledge of the following specific software packages is essential:
AO, Defaqto, Avelo Exchange, Financial Express and Pension Profiler; Word (including mail merge, bullet points and paragraph numbering), Excel (including sorting data, summarising, printing, report generating), Outlook with the ability to manage multiple diaries, Power point (including audio files, grouping and layering).
You must also have a strong numerical aptitude with a statistical bias as well as an excellent standard of verbal and written English
Responsibilities -
Processing new business and servicing existing business
Product research and the preparation of reports for clients
Follow up and chasing documents and information from providers
Obtaining quotations/illustrations from providers
Liaising with clients, consultants, internal departments and Product Providers.
Ensuring that the Advisor Office database is up to date and in accordance with compliance procedures
Producing valuations
Preparation of handouts/reports for presentations and/or internal meetings
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