Job Title

Recruit Wealth are delighted to be representing our fast growing, PE backed, national Financial Planning client with offices throughout the UK.Our client now seeks to recruit several experienced Financial Planning Administrators to join their existing team in Cardiff, these are newly created roles to boost additional headcount.The primary role of the Administrator is to support the Financial Planners and Paraplanners with the administration involved in the implementation of advice service. You will have key responsibility for ensuring client information is kept up to date and the Financial planners have everything needed in order to deliver exceptional service to clients.Role Responsibilities:Ownership of the new business application processProcess new business within target/service level agreementsEngage with providers and other 3rd parties to ensure that new business can be processed timely and effectivelyWork collaboratively and communicate effectively with internal colleagues as well as external professionals such as providers, solicitors and accountantsAction Letters of Authority and Transfer of Authority, following through with providers to ensure policy information is receivedEnsure that the correct documentation is provided to clients and providers and that internal systems contain a full record of all action takenAssist Financial Planners in actively chasing and providing updates on pipeline business when requestedWork collaboratively with colleagues across the business to ensure that Financial Planners are prepared for client meetings.Answer telephone calls, ensuring that client, Financial Planner or 3rd party contact is effectively and compliantly fulfilledAction post in and out daily (when required). Sort, prioritise on receipt, scan and allocate appropriately.Issue documentation in line with company procedureEnsure that client complaints and/or breaches are escalated immediately to management/complianceEndeavour to deal with system generated tasks on the date due, ensuring that issues are escalatedEnsure comprehensive client information is maintained in the back-office system.Benefits of joining the business:28 days holiday plus Bank HolidaysDeath in ServicePrivate Medical InsuranceGroup Income ProtectionEmployee Assistance ProgramMedicashPrivate PensionDiscretionary, up to 10% company annual bonusHybrid/Work from homeFull support for further professional qualificationsA very generous salary is being offered, company bonus, excellent benefits as well as a professional and encouraging working culture are all available with this national brand.Home/office hybrid working is fully supported during the working week.Due to their strategic growth and future recruitment, the business will be highly attractive to all prospective candidates, there has never been a better time to join than now.Staff retention is second to none with our client, we have represented them for years with excellent success. #J-18808-Ljbffr