Financial Planning Assistant - Swansea, United Kingdom - Ortus PSR

Ortus PSR

Verified Company

Swansea, United Kingdom

3 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Financial Planning Assistant Swansea
An IFA firm in Swansea is looking o hire an experienced IFA Administrator to support the Paraplanners and Advisers. The firm offers the opportunity to develop your career in to either Paraplanning or Senior Administration.

Responsibilities:

Set up client file and ensure any relevant checklist is completed accurately.

Preparing New Client meeting packs

Issuing Engagement Letters.

Upload documentation to back office system

Updating Fact Find and risk profiler via back office system

Send off transfer of servicing documents and ensure acceptance from providers.

Collect information required to research client plans and policies

Produce valuations

Prepare New Business packs for presentation meeting, including illustrations.

Submit new business to platform/product providers

Servicing existing & new business queries.

Maintain effective communications with product provider and client.

Oversee administration and processing to completion.

To be considered:

You must have experience of working as an Administrator within a Financial Planning environment

Excellent attention to detail