Business Support Administrator
| Dyddiad hysbysebu: | 19 Chwefror 2026 |
|---|---|
| Cyflog: | £27,000 i £30,000 bob blwyddyn |
| Oriau: | Llawn Amser |
| Dyddiad cau: | 21 Mawrth 2026 |
| Lleoliad: | B96 6EW |
| Gweithio o bell: | Ar y safle yn unig |
| Cwmni: | Pinnacle Financial Planning |
| Math o swydd: | Parhaol |
| Cyfeirnod swydd: |
Crynodeb
• Use of Pinnacle’s back-office system, Intelligent Office (IO), Word, Excel, Outlook.
• Ideally have experience of working with Platforms, especially Quilter, Standard Life Wrap (Abrdn) and Standard Life Elevate.
• To process new and existing business and provide full administrative support to financial advisers.
• To ensure that compliance procedures are adhered to and new business processed correctly.
• Responsibility for maintaining own diary (task based), ensuring outstanding work is chased and completed promptly and without delay.
• To assist in answering queries relating to new and existing clients, responding in a professional manner to develop adviser/client relationships. To liaise with product providers, clients, and advisers in an extremely professional manner over the telephone, face to face and in writing.
• 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.
• To comply with the principles of Consumer Duty and Treating Customers Fairly in all aspects of the Business Support role.
• Report any breaches or complaints to the Compliance Manager.
• Type letters, reports, file notes and undertake other general administrative duties in line with Pinnacles requirements.
• Assist, as and when required, in the preparation of client reviews.
• Perform accurate platform and non-platform fund switches.
• Allocate funds and assets on a variety of platforms on behalf of advisers.
• Produce existing policy valuations where required.
• Following Pinnacles internal procedures for the issue of Letters of Authority and receipt of plan information.
• Ideally have experience of working with Platforms, especially Quilter, Standard Life Wrap (Abrdn) and Standard Life Elevate.
• To process new and existing business and provide full administrative support to financial advisers.
• To ensure that compliance procedures are adhered to and new business processed correctly.
• Responsibility for maintaining own diary (task based), ensuring outstanding work is chased and completed promptly and without delay.
• To assist in answering queries relating to new and existing clients, responding in a professional manner to develop adviser/client relationships. To liaise with product providers, clients, and advisers in an extremely professional manner over the telephone, face to face and in writing.
• 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.
• To comply with the principles of Consumer Duty and Treating Customers Fairly in all aspects of the Business Support role.
• Report any breaches or complaints to the Compliance Manager.
• Type letters, reports, file notes and undertake other general administrative duties in line with Pinnacles requirements.
• Assist, as and when required, in the preparation of client reviews.
• Perform accurate platform and non-platform fund switches.
• Allocate funds and assets on a variety of platforms on behalf of advisers.
• Produce existing policy valuations where required.
• Following Pinnacles internal procedures for the issue of Letters of Authority and receipt of plan information.