Financial Planning Administrator - Fareham, United Kingdom - Appointed Ltd

Appointed Ltd

Verified Company

Fareham, United Kingdom

3 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Whole of market financial planning practice are in need of a IFA Administrator to work on a hybrid basis from their Fareham office to provide both clerical and administrative support to ensure the smooth running of the firm.

You will be supporting a team of financial advisers and paraplanners with all areas of administration, specifically submitting new business, fund switches and withdrawals and monitoring progress through to completion via provider online systems.

Ideally you will have worked on FE analytics but its not a dealbreaker. You must have upto date product knowledge and of come from a IFA/ Wealth management background._

Day to day...

To ensure that the firm's clients are treated fairly at all times;
To work as part of a team alongside the firm's advisers to provide clients with a professional ongoing financial planning experience
To meet and greet clients who attend the office;
Arrange meetings / book appointments;
Update and maintain the firm's records / registers, as required;
Assisting advisers in the creation of client financial reports / letters including performance charts;
Monitor receipt of commission / fee payments from clients;
Undertake online ID checks;
Collate letter of authority information for clients;