Administrator of Investment and Pension

Overview

Jigsaw Financial Associates require a Administrator of Investment and Pension to join their busy team based in Armagh.

The Administrator will manage the entire process from first point of contact with clients undertaking business, ensuring all other relevant staff are engaged. The administrator must also follow company procedures and protocol and produce relevant and accurate documentation at each stage of the process.

Services includes Pensions, Investment, Life Coverage and Mortgage.

Essential Skills:

• Leadership skills
• Attention to detail
• Be able to prioritise and organise their workload
• Have excellent report writing skills
• Ability to conduct research for appropriate providers and investments
• Good understanding of compliance issues
• Good time management skills
• Excellent interpersonal and IT skills

Job Standards for the Role:

• Have a sound knowledge of financial planning – Be RO1 to RO6 qualified or have para legal, para planner or compliance qualifications or the equivalent of 5 years relevant experience
• Develop and maintain systems and procedures which improve the efficiency of client case preparation and submission
• The ability work as part of a team and manage colleagues, interact with clients and providers at all levels outside our business
• A high level of analytical capability with a level of commercial experience/judgement.
• Assist in the development of less experienced members of staff
• Assist in reviewing the suitability of new policies, procedures or computer software

Responsibilities:

• Assist with information gathering, liaison with clients, research, technical analysis and preparation of recommendations and documentation to help advisers deliver innovative and accurate financial planning solutions within agreed timescales
• Liaise with providers, platforms, representatives and other relevant third parties and participate in case conferences with colleagues
• Prepare agendas for client meetings and write up of meeting notes for any meetings attended
• Obtain quotation illustrations, prepare comparisons, valuations and other documentation and make arrangements ahead of client reviews and maturities
• Ensure all relevant documents, facts and client information are obtained and recorded and systems, processes and software are fully utilised where appropriate, including Lifestyle Planning and Cashflow
• Modelling if required
• Review existing products, client portfolios, asset allocation and risk profiles and obtain and assess information and prepare analysis, illustrations and comparisons to show all relevant charges, performance, policy terms and other considerations to help facilitate comprehensive and compliant analysis and asset migration, as appropriate
• Work to ensure all files and records contain sufficient information and documentation to achieve a Pass status for all file reviews and compliance checks