Strategic Planning Consultant supporting data analysis and strategic planning across Retail Solutions and Distribution teams at Lincoln Financial. Collaborating with stakeholders to design actionable plans that align with company objectives.
About the role
- Financial Planning Administrator supporting the financial planning team with client submissions and inquiries. Involves managing client data and providing administrative assistance within a hybrid environment.
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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