Chartered financial planners who are prestigious industry leaders with a longstanding HNW client bank with a team of highly experienced advisers who provide a ethical and caring advisory service to many clients across the South are recruiting for a Financial Planning Administrator.
As the administrator you will work with your team to provide a efficient administrative support function to paraplanners, advisers and the practices clients.
Salary of upto 34k + excellent benefit, pension, exam support, onsite parking, genuine career progression.
Ideal candidates will have worked within a IFA practice set up, supporting advisers and therefore have a solid understanding of financial services. It would be advantageous if you have worked with IRESS and Xplan and on platforms such as transact and standard life.
Duties such as…
1. Sending Letters of Authority
2. Obtaining applications, illustrations etc
3. Ensure all required information needed to complete application forms and illustrations has been obtained.
4. Check, maintain and implement Bed & ISA process.
5. Process New Business
6. Research for Suitability Reports
7. Prepare information/comparisons for analysis by Financial Planner.
8. Obtain information necessary to compile client recommendations
9. Completing rebalances and cost implications for clients as directed by the financial Planner
10. Carrying out techni...