- Provide financial advisers will full administrative support
- Preparing client packs for annual reviews and ad-hoc meetings
- Arranging internal fund reviews
- Preparing recommendation reports, including any applications and additional documentation
- Process new and existing business
- Types of business include General Investment Accounts, ISAs, Bonds, Trusts, SIPPs
- Dealing with providers such as Transact, Standard Life, Aviva, Canada Life and more
- Liaise with other professionals such as accountants, solicitors and product providers
- Updating advisers and clients regularly to meet expectations
- Update and maintain Adviser office & IO
- Maintain client files and keeping them compliant.
- Dealing with client queries – income, withdrawals, change of details, requests for information
- Build relationships with the clients, respond to all queries
- Processing and managing letters of authorities
- Processing death claims and probate
- Providing support to the advisers and ensuring that they have everything required for their appointments.
- Reporting to the Administration Manager
- Time management
- Organisation and prioritisation
- Attention to detail
- Experience working in an administrative capacity
- Excellent verbal communication skills – telephone and written word
- Confident using all programmes such as Word, Excel and Outlook
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Financial Planning Administrator - Gomshall, United Kingdom - Blakemore Recruitment
Description
We are currently recruiting for a Financial Planning firm based in Alton who are looking to recruit a Financial Planning Administrator in their Gomshall office.
An excellent opportunity has arisen for a financial planning administrator to work in a growing team. They are looking for an experienced IFA Administrator who prides themselves on the ability to support our financial advisers, liaise with providers and third parties.
You will be part of a fast-paced team who provide full end to end administrative support to a bank of clients ensuring they always receive a high level of service.
So, if you are an experienced administrator or someone who is looking to start a career in financial services this could be the role for you You will be assigned your own bank of clients while working closely with the advisers.
This is a complex role and requires someone with excellent attention to detail and accuracy is key They have internal procedures and service level agreements (SLAs) that must be adhered to.
While they will be part of the admin team the successful candidate will be required to work independently and under their own steam.
As a company they will provide full training, ongoing support and a chance to progress your career in financial services. They like to invest in their employees and they also offer a comprehensive benefit package.
Duties would include:
Other basic skills required:
