Job Title: Senior Administrator – Financial Planning
Location: Bedford
Salary: Competitive
Job Type: Full Time, Permanent
Punter Southall Aspire (PS Aspire) is a major investment and savings business that blends a strong customer focused culture with a modern technology-led outlook. Uniting individual financial advice and employee benefits, we work through our regional UK offices to design and manage solutions that meet their unique needs.
The Role:
The role will give administration support to Financial Planners to enable them to provide outstanding service to their clients, including personalised financial planning advice, to meet the client’s needs, ensuring fair outcomes always.
Assist in achieving team targets through the efficient and accurate servicing of existing and new clients working collaboratively with other members of the team.
Key Duties:
- Make appointments for Financial Planners
- Create and maintain accurate client records in systems, including Intelligent Office (IO), in line with business standards
- Ensure Anti Money Laundering (AML) is up to date and recorded in line with business standards
- Undertake the new business process accurately and efficiently
- Process client income requirements under instruction
- Process cash movements under instruction from the Planner
- Validate, instruct, and check address amendments
- Assist with answering telephones, general administration, filing and post
- Prepare client review packs for Planners’ client meetings
- Follow up on any action points resulting from client meetings
- Undertake any projects or duties requested by their line manager in a timely and accurate fashion
- Support the running of the office as required (eg stationery orders, liaising with property services)
- Successfully complete all mandatory Punter Southall Group training and testing (e.g. Conduct Risk, AML, and Information Security) within the given deadlines
- Adhere to all data protection and information security policies and procedures of Punter Southall Aspire and the Punter Southall Group
- Undertake all activity in line with the Punter Southall Aspire and the Punter Southall Group procedures, processes, standards, and requirements
- Assist with training and checking of work undertaken by more junior client services administrators as required
About you:
Knowledge & experience
- Experience of working with a financial adviser (or comparable) with experience of the complete cycle for processing new business
- Two years’ experience in a client supporting role where there was a need to work under challenging deadline with conflicting priorities
- Good standard of competency and knowledge of:
- CRM system and client reporting, previous experience of Intelliflo would be preferable.
- IT systems and software (Microsoft Word and Excel) including platform/provider websites/portals
Training, education & qualification
- Ideally educated to at least A Level or equivalent standard
- Maths and English GCSE or equivalent qualification – grade B or higher is preferable
Skills, abilities & personal qualities
- Strong customer service
- Acts professionally with integrity and discretion
- Has a broad understanding of current FCA regulations and how they apply to our clients as well the company’s advice standards and processes
- Demonstrates a high degree of accuracy and attention to detail, both written and numerical
- Strong analytical and problem-solving skills, capable of anticipating, resolving, and owning problems through to resolution
- Focus on commerciality and time/cost whilst undertaking all chargeable activity
- Strong organisational, prioritisation and time management skills
- Ability to work under pressure and to deadlines
- Self-motivated, enthusiastic, flexible, and proactive approach
- Shows persistence when faced with challenges or obstacles
- Confident communicator at all levels, with the ability to adapt approach depending on audience, and manage difficult discussions.
- Well-developed written communication skills, able to construct logical, clear, and concise documentation appropriate to given audience
- Coaching and checking
Please click on the APPLY button to be directed to the company’s recruitment page.
Candidates with the relevant experience or job titles of; Finance Administrator, Finance Support Administrator, Customer Service Advisor, Financial Advisers, Admin Assistant, Accounts Assistant, Accounts Administrator, Invoice Administrator, Administrator, Office Administrator, Office Support, Financial Advisor, Financial Services Administrator, Pensions Administrator, ISA Administrator, Wealth Management Administrator, Investment Management Administrator, Financial Services Support may also be considered for this role.
