The Job: Candidates will be responsible for providing technical administration support to the financial advisers and paraplanners. You will manage back office administration, processes, compliance and work flow Location: Beckenham (South East London) - Office based position Your duties will include: Administrator/Trainee Paraplanner (Assistant to the Director) – Wealth Management * Issuing letter of authorities (LOAs) to providers * Chasing financial institutions to provide requested information * Writing client annual review letters, fund switch letters & other compliance letters * Preparing client files for meetings * Responding to client enquiries, liaising with third parties * liaising with Administration Centres and Paraplanners * Drafting and proof-reading documents, including client correspondence, illustrations etc * Using Salesforce the company CRM system to adhere to all compliance requirements * Maintaining and accurately updating the back office systems with client data - using it to effectively manage the business workflow * Provide regular status updates to clients regarding status of transfers, withdrawals amongst other things * Completing illustrations and applications for new business * Processing Business and chasing through to completion * Processing Application forms * Manage business pipeline * Manage case tracking * Completing/Updating CFRs * Use of Voyant/FE Analytics * Maintain the compliance requirements of the business – Ensure business and client files are fully compliant * Providing weekly updates (calls / emails) to Partner/Adviser * Other Adhoc duties What’s needed to be considered In order to be considered for this opportunity, candidates need to have – * Previous experience in a Financial Planning Administrator role * Professional communication manner, both written and verbally * Strong knowledge of investments and pensions * Financial Services qualifications are desired In return we offer: * Company pension * Friendly and positive working environment * Competitive salary * 25 days holiday plus bank holiday * Other adhoc benefits the Director provides throughout the year Please note that this Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice