Job Information

Financial Planning Administrator. Salary £24,000-£25,000. 25 Days Holiday +Bank Holidays. Annual Discretionary Bonus. Support towards industry relevant qualifications.

A reputable Financial Planners in Lichfield are seeking a new Financial Planning Administrator. The successful candidate will join a smaller team and a business that rewards employees for performance. In addition their offices and the rural location in which they are based is by far one of the more beautiful places to be, which helps maintain a relaxed atmosphere in what is a busy a working day.

The aim of the role is to work alongside the existing administrator and support the advisers with all business processing and client servicing tasks, you will have autonomy and take control of your own workflow and see cases through from start to finish.

Your tasks will include but not be limited to:

• •                 Preparing and processing new pensions, investments and protections business through to completion
• •                 Submitting letters of authority and obtaining relevant information from the provider, to be presented to the IFA in a presentable manner
• •                 Compiling review files, including obtaining illustrations from providers
• •                 Liaising with providers, clients, colleagues and IFA
• •                 Preparing policy summaries for clients, including valuations
• •                 Processing client withdrawals and income drawdowns
• •                 Reviewing platform investments, including maintaining cash balances and selling, buying or switching of assets
• •                 Dealing with client queries and on-going servicing
• •                 Maintaining client files
• •                 Fees and commission processing/reconciliations

Further information including package:

• •                 Salary up to £25,000
• •                 Annual CPI salary increase
• •                 Annual discretionary performance bonus
• •                 Holiday entitlement up to 25 days plus statutory
• •                 Automatic Enrolment Pension Scheme
• •                 Secure private car parking space
• •                 Support towards industry relevant qualifications  

Please contact Richard  via call/text/whatsapp on 07852419897 or email at Richard.kunman@cameron-james.co.uk for more information.

I’m particularly keen to talk to you if you have experience with the above from working within a similar role within either a Tied or an Independent Financial Advisers.