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Whole of market financial planning practice with a longterm client bank built of the back of teams exceptional, professional and caring services provided are recruiting within their close knit team based in Fareham.
As client services administrator you have a integral role to ensure clients receive a 5* informative and efficient level of service. You are a technical point of contact for the company and provide administrative support co-ordinating and organising between Client, Financial Planner and Paraplanning.
The ideal candidate will have proven experience within a IFA practice environment, where you will have been carrying out administrative support including PA/EA work for financial planners .You will be working towards your Level 4 Diploma in Financial Planning or hold relevant qualifications, experience using intelligent office would be a great bonus!
In return you will receive a salary of upto £32k + a strong benefits package including Profit Share Bonus Scheme and PMI.
This is a majority office based role, with 1 day homeworking a week.
Duties such as:
- Check accuracy and completeness of new business documentation,
- Ensure that all business applications are processed accurately and efficiently, in a compliant manner to the firm’s standards
- Liaise with providers for post business submission
- Organise client review meetings as per Annual Review Process
- Prepare paperwork required for the reviews as per Annual Review Process
- Support Financial Planners in the delivery of reviews, produce and issue Annual Review Suitability Letter in line with Annual Review process and timescales
- Meeting and greeting clients and other business visitors
- Send Letters of Authority to providers as per business process
- Ensure Money Laundering Checks are completed according to company standards
- Provide a friendly and professional point of contact for clients and enquiries
- Organise existing and prospective client meetings and actively manage Financial Planners / Boardroom diary
- Prepare client documentation in advance of and following client meetings
- Produce portfolio valuations accurately
- Produce Top up and Withdrawal Letters
