Job Description
The Company: A highly regardedSheffield based advisory firm who are looking to add a developing Financial Planning Administrator to their private wealth focused wealth management advice arm. It’s a perfect opportunity for someone who is circa 12-months into their career and is looking to press on with their Adviser Support career within HNW client work.
* Office Location: Sheffield
* Working Setup: Hybrid – 3-days office & 2-days WFH
Package: £28-29k base + annual bonus and full company benefits:
* Key Benefits: A flexi-benefits package on top inclusive of a pension, 2xDIS and Private Medical Cover
* Holidays: 25-days + stats which rises through years of service
The Role: In this role it’s important to manage the workflow and key tasks including preparing the clients’ annual review, processing new business applications and dealing ad hoc queries to ensure excellent client outcomes in a timely and planned manner. Key Responsibilities include:
* To ensure that all pre-business procedures are followed – To include data input on CRM, cash flow modelling tool, preparing documents for meetings for both Planner and client; de-brief from Planner appointment, letters of authority, calling and liaising with providers, quotes and basic research.
* To ensure that new business procedures are followed – Completion of applications where required; online submission; posting applications and cheques to provider; scanning to e-files and CRM; typing; chasing providers; communicating with client by phone, email and letter and sending out all appropriate documents to the client.
* To ensure that client servicing procedures are followed – Keep up to date with reviews due; Client mail; valuations and aggregated cost documentation; liaising with providers; data input and clean up on CRM and e-files; updating client information, quotes and basic research and full preparation for client meetings.
* To ensure all client files are compliant on an ongoing basis.
* To ensure all relevant paperwork held within a client file is present, relevant and compliant.
* Liaising with Providers/Platforms to aid valuations and policy information.
* Dealing with client calls and emails.
* Working closely within the administration teams and other support teams within the company
* Working closely with all advisers to provide full support preparing for client meetings through to
* New Business and adviser instructions.
The Person: You will hold broad knowledge of the financial services/wealth management arena and have some Adviser Support experience from prior, ideally within an investment/pensions advice arena. Intelligent Office/Intelliflo system experience would be advantageous but isn’t essential, with the role suiting someone looking for a fast-developing role as a key part of a large, well-experienced administrative support team.
What next? Please send CV applications to Chris at CB3 Associates Ltd and they will be reviewed inside 24 hours.