Administrator – Advice Support

Role Title: Administrator – Advice Support

Location: Leeds

Hiring Manager: Manager – Advice Support

Contract: Permanent

Central Administration Unit for Financial/Wealth Planning responsible for the processing of all business generated by client facing teams.

Key Responsibilities

• Processing of new business and client servicing documentation by liaising with both the client facing teams and product providers.
• Providing annual and ad hoc valuations for our clients including any regulatory requirements.
• Maintaining the quality and accuracy of all data on X Plan.

Core skills and knowledge

• Excellent telephone manner, listens actively and questions to clarify own understanding.
• Written communication grammatically correct, with good spelling and punctuation.
• Prioritises and makes effective use of time with good organisation skills.
• Knowledge of Financial Planning Products and Processes.

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