Due to ongoing growth, our client, an established Chartered Financial Planning firm based on the outskirts of Durham, is looking to recruit a new Administrator to add to the team and help them continue to provide the highest possible level of service, to new and existing clients. Think old fashioned standards, coupled with modern technology and efficiencies. This is a full-time, office-based role, with some flexibility with start/finish times.

You’ll work with other members of the Administration and Financial Planning teams, ensuring that tasks are completed in an accurate and timely manner, following processes to ensure compliance at all times.

Responsibilities:-

• Ensure completed applications are correct submit new business
• Monitor applications and deal with providers through to completion and payment of fees
• Deal with follow on work such as investing monies, payment of pension benefits i.e. moving clients into drawdown
• Ad-hoc withdrawals from pensions and investments
• Updating and maintaining a back-office system
• To liaise and book appointments with existing and potential clients, maintaining a diary system for new business and annual reviews
• To issue letters of authority, monitor and deal with responses
• Obtain illustrations for new business across a range of products and providers
• Collating and pre-completing paperwork for client applications in a timely manner
• Prepare client valuations and any necessary paperwork for client review; deal with any recommendations such as crystallisations, payment of benefits, fund switches, etc
• Deal with both incoming and outgoing post; maintain an electronic filing system ensuring records are up-to-date and accurate
• Respond to general client queries, as required