Job description

  • Location:
  • Employee Type:
  • Department:
    Financial Planning
  • Division:
  • Employment Type:
    Full time
  • Salary:

Financial Planning Administration (2986)

An exciting opportunity to join the Operational Support Unit for the Financial Planning team


The team are responsible for the processing of all business generated by the front office in relation to client service.  This includes new and existing business for both individual and corporate clients, providing annual and ad hoc valuations for our clients and recording/matching all income received from product providers and clients for advice given


Main Responsibilities include inputting and maintaining accurate data, dealing professionally with internal and external queries, accurate preparation of documents, liaising with team members and other departments as required and undertaking administration duties as specified by Department Supervisor/Manager


Role Specific Responsibilities:

  • Process new business from proposal to policy issue, including any cash handling and production of fees
  • Process amendments for existing clients
  • Accurately load new and maintain existing client data on FP Administration System
  • Maintain a regular diary system to enable the efficient tracking of all workflow items
  • Ensure accurate records are maintained detailing the progress of work flow items including saving all documents to client records
  • Assist with the production and issue of client valuations including cost & charges
  • Collate & Submit monthly statistical data as agreed with department manager


Qualifications, skills and experience required:

  • Do you have good attention to detail? Do you have an excellent telephone manner and listen actively while questioning to clarify you own understanding? Do you prioritise and make effective use of your time? Do you have good organisation skills? Do you good written communication? If so, take a look at the experience and qualifications required: 
  • Life and Pensions administrations experience
  • Process new applications for Investment Bonds, Pensions, Protection Products, Off shore bonds
  • Experience of new business and policy servicing administration
  • IRESS - Advisor Office and X Plan package experience is desirable
  • 5 GCSE's C and above including Maths and English
  • Professional CII exams preferable not essential

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3 Wellington Place, Leeds, United Kingdom, LS1 4AP
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Private Medical Cover
Virtual GP
Gym Discounts
Psychologist Service
Annual Leave
Life Assurance