Job Description:

Job information Adviser Support Administrator from the Company MPA FM, this latest Adviser Support Administrator job vacancy is located in the city Henley in Arden located in the country United Kingdom . This latest job opening is open to job seekers who have the latest education / graduate GCSE . Job Vacancies in this Adviser field have been opened and published up to the specified time.

Job Responsibility:

Job Overview:Working in collaboration with Financial Advisers and other colleagues to process new and existing business, while also providing full administrative support in accordance with Company's administrative processes.

This can include, but is not limited to Client Reviews, processing of new business, preparation of Compliance/ Provider documentation, Fund Switches, Plan Withdrawals, obtaining fund values from Providers, answering client queries etc.

The role will involve promoting the Company's services in a professional and FCA compliant manner.

Responsibilities:

• Deal effectively with queries from clients and other parties through effective communication.
• To answer the telephone and to take information and notes in this regard, ensuring that messages are passed to the appropriate individuals promptly if unable to assist the caller with their query. Telephone answering will be on a shared basis with the other administrators.
• Record your client communications (whether that communication is written, oral or electronic) including client related communications with third parties. Client communications and client related communications require to be recorded on the client's file in line with company policy.
• Ensure that all files worked on are compliant in accordance with MPA's Compliance manual, administration procedures and adhere to internal and external compliance procedures in all aspects of your work.
• Liaise with product providers and other third parties.
• Obtain information, quotes, illustrations and product details for analysis.
• Report any breaches or complaints in the first instance to the Head of Administration..
• To comply with the principles of Treating Customers Fairly in all aspects of the role of Administrator.

Requirements:

- Understanding of the Financial Planning process- Able to work within defined business processes- Ability to achieve agreed outcomes without supervision- Prioritise and plan own workload- Detailed and accurate- Articulate

- Excellent interpersonal skills, both written and verbal- Ability to multitask and prioritise effectively- Good IT skills- Good report writing skills- Ability to work independently and in a team

Job Type: Full-time

Pay: £19,000.00-£32,000.00 per year

Benefits:

• Company pension
• Free parking
• On-site parking
• Private medical insurance

Schedule:

• Monday to Friday

Work Location: In person

Reference ID: MPA Admin

Keywords : Henley in Arden jobs

Closed Date : 2024-12-20