Financial Services Planning Administrator

Location: York, North Yorkshire, England
Salary: £22k - 25k per year
Contact: Debbie Gough
Call: Debbie
Reference: 3273
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Financial Services Planning Administrator

York YO1

£22000 - £25000

The Role

The individual will work closely with the advisors and senior paraplanner providing support with basic suitability report writing, annual reviews and administration.

  • An interesting, varied and challenging role with potential for personal growth
  • An opportunity to work with collaborative colleagues who are committed to a good level of service delivery

Duties

  • Manage client and policy information on back office system (Adviser Office)
  • New business processing and post-sale support
  • Process withdrawal and drawdown requests
  • Deal with client queries
  • Basic Report writing - insurance, investment etc
  • Carry out bespoke drawdown reviews

Key qualities and skills required

Experience of financial services administration preferred although full training will be given

Be able to demonstrate accuracy and attention to detail in written and numerical work

Previous experience of Adviser Office preferred

Ability to use initiative in problem solving

 

Proficiency in use of Microsoft Office packages

Additional useful qualities and skills

  • Have attained or be interested in studying towards attaining financial services qualifications
  • Ability to work in an innovative way coming up with suggestions for improvements in process, and a willingness to learn new skills, as required