TheCompany: Awellrespectedandprofessionalfinancialplanningfirmwithambitiousgrowthplans. TheRole: TheFinancialPlanningAdministratorwillbeakeymemberoftheteamandwillbeinvolvedinallaspectsofclientserviceadministrationandFinancialPlanningsupporttoagrowingteamofFinancialPlannersandParaplanners.ThisroleisbasedinBirmingham. TheFinancialPlanningAdministratorwillandscheduleandco-ordinateclientmeetingsandwillsupportcompliantnewbusinesssubmissionsbycompletinganddistributingallrelevantinternalandexternaldocumentation;activelymanagingtheprogressofsuchsubmissionsandensuringtheCRMsystemisupdatedcorrectly. TheFinancialPlanningAdministratorwillactastheprimaryinterfaceforclientqueriesfrombothinternalandexternalclientstogetherwiththirdpartyprovidersandworkwithavariedclientbase. TheFinancialPlanningAdministratorwillberesponsibleforthepreparationofclientreviewreports,issuingFinancialPlanningrecommendationreportsandprocessingwithdrawalrequests. Liaisingwiththirdpartiesregardinglettersofauthority;requestingpolicyinformation,fundswitchesandinstructingtransfersofstockand/orcash. TheCandidate FinancialServicesAdministrationexperienceideallyIFAAdministration,FinancialPlanning,WealthManagementorInvestmentManagement. ExperienceofXplan-useful. Anappreciationofcomplianceandregulatoryknowledge. Experienceusingclientmanagementsystems/financialplanningtools. AbilitytouseMicrosoftWordandExcelanddemonstrateexcellentwrittenskills. Competentadministrationofinvestmentandadvisedproducts.