Bank of America Relationship Banker engaging with clients in financial center for transactions and solutions. Focused on client experience providing banking services through various platforms.
About the role
- Financial Planning Administrator at Attivo facilitating client submissions and providing administrative support to the financial planning team. Requires financial services experience and accuracy in CRM data maintenance.
Responsibilities
- The accurate processing of all New Business Submissions, working with platforms and providers to ensure client applications and requests are concluded.
- Input and maintain new business data in client management systems on a timely basis so that client records are accurate, up-to-date and contain relevant information reflecting the true state and progress of work undertaken.
- Processing fund switches and claims for clients.
- General Administration support to the wider Financial Planning team to assist with meeting preparation and client enquiries.
- Maintain CRM system to keep Financial Planners updated throughout the processing of business in accordance with Service Level Agreements.
- The Onboarding and Offboarding of clients, including updating CRM, informing providers, adding, or removing fees
- Support with Financial Planning Associates with MIFID statements as required.
- Continuously review own and team’s workflows and processes and offer support to other colleagues where appropriate.
- In coordination with other members of the team, ensure that all housekeeping is maintained up to date to enable the smooth and efficient running of the department.
Requirements
- Experience in Financial Services
- Experience working with platforms and providers, such as Abrdn, Aviva and AJ Bell.
- Minimum of 5 GCSEs graded A-B, or equivalent, including Maths and English
- Previous experience supporting a Financial Advisor
- Good organisational, time management skills and effective caseload management
- Ability to work well under pressure while maintaining excellent attention to detail
- Ability to work on own initiative, sometimes for long periods of time
- Professional, ethical, and discreet
Benefits
- Non-contributory Pension Scheme (8%)
- Private Medical Insurance
- Cashplan
- Income Protection
- Critical Illness
- Death in Service
- Parking allowance
- Generous holiday allowance, rising with length of service
- Work from home and flexible working available
- Excellent culture, promoting employee wellbeing and engagement.
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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