A highly regarded boutique financial planning and employee benefits advisory firm is seeking an Financial Planner Support / Senior Administrator to support its lead financial planner and expanding corporate client portfolio. Established in recent years and experiencing strong organic growth, the firm now advises on £125m+ of client assets and continues to build long-term partnerships with businesses and their employees across the UK. The organisation prides itself on delivering thoughtful, client-centric advice and maintaining exceptional service standards.
Core duties and responsibilities
- Provide quality administration and analytical support to planners and clients
- Process letters of authority, liaising with providers to gather plan information and
summarising policy details once received
- Prepare for client meetings and process action points post-meeting
- Process new business in line with company procedures and compliance requirements
- Implement client recommendations, process fund switches and update valuation details
- Diary management for advisers, organising client meetings, greeting clients
- Manage the ongoing client review process and prepare investment overview presentations
- Proofread client reports to understand the client’s circumstances and the rationale of advice
given, as well as checking for grammatical and brand errors
- Generating the supporting documentation for client reports
- Support financial planners with preparation for quarterly investment management meetings
- Dealing with general client queries and administration required by the team
- Managing cash balances and cash movements
- Build relationships with external product providers and suppliers
- Assisting with the creation of social media content and drafting blog posts for the company
website to enhance client engagement and brand visibility
Key competencies required
- Excellent attention to detail and organisational skills
- Confident and competent communication skills – verbal and written
- Excellent record keeping
- Ability to multi-task
- Demonstration of initiative
- Good working knowledge of financial planning systems and processes
- High integrity and ability to maintain confidence
- Strong focus on delivering high quality client service
- Ability to work under pressure as part of a team
- Strong software skills with good knowledge of MS Word, Excel and Outlook
- Ability to build effective insenior ternal and external relationships
Experience/Qualifications
- Proven experience in a financial service administrative role
- Knowledge of client relationship management software within financial services i.e.
Intelligent Office or similar
Compensation Package on Offer
£40k to 50k basic plus full benefits offering and bonus.
Hybrid Working
4 days onsite at the central London (Piccadilly) office expected, and 1 day from home