Financial Planning Administrator supporting clients and Associate Directors in a privately owned financial planning firm. Ensuring efficient coordination of activities, client meetings, and administrative support.
About the role
- Transfers Case Handler in an award-winning investment platform handling settlements, transfers, and customer inquiries. Building relationships with clients while pursuing career growth in a dynamic environment.
Responsibilities
- Ensure smooth processing of tasks within our Transfers department
- Handle Settlements and Transfers to Account to Account Transactions
- Address general customer inquiries
- Build great relationships with our Customers, internal teams, and external partners
- Pursue career growth within the organization
Requirements
- Provide outstanding customer service to meet the requirements of both internal and external customers
- Make customer contact via phone, email /letter to enable straight through processing, where appropriate
- Timely and accurate processing of all customer documents and returned queries to ensure that customer’s needs are met
- Adherence to the regulations that apply to the area that you are working in
- Responsible for the processing of all departmental administration tasks, with a high degree of accuracy
- Escalate any unresolved issues to the Specialists providing them with enough information to investigate the issue
- Continually and appropriately challenge policy, processes and procedures, recommending improvements to increase efficiency and improve quality
- Work as part of a team, supporting colleagues and promoting a positive work environment & team spirit.
- Confident in delivering an efficient, consistent and high-quality service to our customers at every interaction.
- Ability to move between tasks and departments as business needs require
- Maintain the organisation’s first line of defence by ensuring individual adherence to business processes and procedures that are designed to meet the regulatory standards set out in the relevant FCA rules and guidance.
- Make informed risk decisions and effectively and credibly debate and challenge management recommendations within your role in line with the approved Risk Management Framework
- **Personal Attributes:**
- **STRAIGHT TALKING | MOVING WITH SPEED | OWNING THE OUTCOME**
- Clear communicator
- Strong team player
- Demonstrated passion and drive for delivering the best outcome
- Moving with speed – delivering faster and better
- Decisive and takes ownership of outcomes
- Not afraid to challenge and be open to challenges
Benefits
- Group Personal Pension Plan – 8% employer contribution and 4% employee contribution
- Life Assurance and Group Income Protection
- Private Medical Insurance – Provided by Bupa
- 25 Days Annual Leave, plus bank holidays
- Staff Discounts on our investment products
- Personal & Well-being Fund – Supporting your physical and mental wellness
- Retail Discounts – Savings at a wide range of high street and online retailers
- Voluntary Flexible Benefits – Tailor your benefits to suit your lifestyle
Job title
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