Job Title
Financial Planning Administrator
Department
Employee Benefits
Locationon
Bury St Edmunds, Suffolk
Reporting to
Paraplanner / Client Service Manager – Financial Planning
Main purpose of job
As a Financial Services Administrator, you will be at the heart of our client service operation, providing vital support to both clients and the financial planning team. You'll help coordinate client meetings, prepare documentation, process applications, and act as a point of contact for queries from clients and providers. Your attention to detail will help ensure records are accurate, business is processed efficiently, and clients receive a high standard of service throughout their relationship with the company.
Company Vision
To build a large, European, independent, family-owned insurance brokerage, employee benefits & financial planning group in which talents blossom and client satisfaction is continually high.
Department Overview
Verlingue Financial Planning provide guidance and advice across all areas of financial planning
Verlingue Values
Exceptional
Being professional is expected; being exceptional makes us different. We are passionate about making our clients and each other feel special. We truly understand their needs and deliver an outstanding service every time.
Proud
We take pride in our work every day and always fulfil our promises. We’re proud of our reputation for always acting with the highest ethical standards and this is our foundation for building long term relationships.
Inclusive
We value and recognise the diverse skills and individuality that everyone brings to Verlingue. We respect each other and enjoy working collaboratively to achieve the best outcomes.
Administration
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Preparing and managing client documentation for both new business and ongoing servicing requirements
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Processing new business and tracking applications to ensure completion in a timely manner
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Liaising with providers and other third parties to support the delivery of financial planning services
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Maintaining accurate client records and workflow systems in line with regulatory and company requirements
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Supporting the wider financial planning team to deliver an efficient and high-quality client experience
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Ensuring all administration activities are completed accurately, compliantly and within agreed service standards
