- Build & maintain strong relationships with the Financial Planners and their clients
- Work closely with your Administration team, Para-Planning and other internal teams to facilitate efficient and quality administration resulting in excellent client outcomes
- Assist Wealth Planners to maintain and manage their client banks
- Assist with managing Financial Planner diaries
- Ensure client reviews are timely & appropriate as per documented service levels and in line with regulation
- Ensure that client files pre & post meeting contain all relevant information and paperwork
- Be responsible for all post meeting administrative actions, such as processing of Letters of Authority and submission of business to various platforms and providers ensuring timely and accurate completion which provides an efficient service for the Financial Planner and Client
- Ensure all initial, on-going and client paid fees are checked and reconciled
- Support the Financial Planners to seek out and nurture opportunities for new business assisting with client research
- Essential:
- Minimum 3 years administrative experience in an IFA / Wealth environment
- Responsibility, accountability and the ability to be pro-active and intuitive in role
- Attention to detail and pride in work
- Strong communicator, Written, Verbal, and listening
- This organisation are well known for supporting training and development, as a result candidates will be given full training where required and will also be supported both financially and through study leave to attain the diploma in financial planning.
- You will be joining a well known and highly respected organisation where you can start an exciting career.
- up to £30,000
- Excellent benefits including Pension contribution, PMI, Group Life, Group Income Protection
- Study support
- Full time, hybrid, Knutsford
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Financial Planning Administrator - Knutsford, United Kingdom - mbf.
Description
Financial Planning Administrator - Knutsford, hybrid - up to around £30K plus excellent company benefits
We are currently working with a National Wealth Management organisation to recruit an experienced Financial Planning Administrator to join their Knutsford office.
Our client are a highly reputable Financial Planning organisation with offices across the UK. Their current requirement is for an experienced IFA Support Administrator to join the business to provide technical support to a team of Senior Financial Planners. You will have a close working relationship with both the Planners and Senior Paraplanners, this will help you to develop your career and progress within the organisation.
Candidates should be experienced within the Wealth Management/Financial Planning remit and will ideally hold some CII exams, although not a necessity. The organisation will provide full support to attain further qualifications and have an excellent benefits package. You will be offered opportunities in the future to progress within the organisation into either a Paraplanning, advisory or leadership capacity.
The Role
The successful candidate may demonstrate the following:
Package
