This listing was posted on ListedBuy.
Financial Planning Administrator
Location:
Cheadle Hulme
Description:
Bond Recruitment is delighted to be recruiting an experienced Financial Planning Administrator on behalf of our client, a very successful and well-established firm of Financial Planners based in Cheadle, Cheshire. Role overview To provide an effective and efficient administration service to the Advisers and Head Office as required To assist Paraplanners and Advisers with the processing of cases To ensure the completion of all New Business cases in a timely and efficient manner To provide relevant MI data when requested to the Management Team Administrative Duties 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 Preparing Client Review Packs Advise product providers of changes of agency and sending and chasing Letters of Authority to providers To complete Policy Summary Sheets once information required is received to ensure all information required has been received for the Paraplanner/ Adviser to continue with the case 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, paraplanners and advisers Provide any general information as requested by clients, Advisers or the Management Team Assist other administrators as required/requested by your Manager to assist with the effective running of Head Office Undertake all general filing/scanning/shredding as pertaining to advisers and Management as required General typing of correspondence Any other administrative duties deemed appropriate for the role by your Manager New Business Administrative Duties Ensure that all new business is input to Back Office system accurately, including commission expectations and Adviser Fees to ensure payments. Visit ListedBuy for more information.
Company:
Bond Recruitment
Posted:
February 1 on ListedBuy
Visit Our Partner Website
This listing was posted on another website. Click here to open: Go to ListedBuy
Important Safety Tips
- Always meet the employer in person.
- Avoid sharing sensitive personal and financial information.
- Avoid employment offers that require a deposit or investment.
To learn more, visit the Safety Center or click here to report this listing.
More About this Listing: Financial Planning Administrator
Financial Planning Administrator is a Clerical Administrator Job at Bond Recruitment located in United States. Find other listings like Financial Planning Administrator by searching Oodle for Clerical Administrator Jobs.
Financial Planning Administrator is a Clerical Administrator Job at Bond Recruitment located in United States. Find other listings like Financial Planning Administrator by searching Oodle for Clerical Administrator Jobs.