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We are currently supporting an independently owned Wealth Management firm who are on the lookout for an experienced Financial Planning Administrator to join them.
Overview
To provide administration support to the Wealth Client Executive and Financial Planner(s) in the delivery of service to their clients
Key Responsibilities
- Assist with preparation of existing client annual review meeting packs including production of Portfolio Reports.
- Work with centralised Administration team for processing new client and annual review post meeting packs.
- Chase and collate Letter of Authority plan information, liaising with all parties to ensure sufficient information available for case assessment following agreed procedures.
- Package and dispatch financial planning reports for the Financial Planners and their clients.
- Process and submit new business applications and client instruction requests, tracking all transactions through to accurate and timely completion in line with agreed SLAs.
- Keeping the Client and Wealth Client Executive regularly updated on the progress of outstanding transactions and managing any technical queries.
- Produce and issue client fee invoices.
- Updating client platform account records accurately in line with company processes.
- Proactively review platform accounts and MI reports on a regular basis,
- Liaise with product providers to progress all submissions including, but not limited to, client transfers and obtain fees information
About You
Essential Requirements
- Previous experience of working in similar role
- Experience of working with Microsoft Office products including Word, Excel, Outlook and PowerPoint, or similar tools.
- Experience of delivering accurate, relevant and timely information
- Desire to deliver exceptional service at all times and strong focussed approach to achieving the best outcome for the client and the business.
- Excellent organisational skills, flexible and proactive approach to getting the job done.
- Strong interpersonal skills, both written and verbal communication.
- Excellent accuracy and attention to detail.
- Proven ability to work on own initiative.
Desirable Requirements
- Experience of working with Investment Wrap Platforms
- Experience of using Intelligent Office back-office system
- Experience of working in a small to medium sized financial services environment
- Experience of working in an environment of significant change
Benefits:
- 25 working days in addition to the normal Bank Holidays, in addition 1 extra day’s holiday for each year of service up to 28 days
- Holiday buy and sell scheme where you have the opportunity to buy an additional 5 days holiday per year
- Group Life Assurance and Pension Scheme
- Private medical Insurance
- Group Income Protection
