As a Financial Planning Administrator, you will be part of a fast-paced team who provide administration support working closely with advisers and clients to ensure a smooth process from start to finish.
Day to day duties include gathering data, producing review packs, processing new business, dealing with letters of authority, updating client files and liaising with a variety of different providers.
Role Responsibilities:
* File preparation for new and existing client reviews including valuation reports
* Overseeing and processing new business applications, withdrawals, drawdown and fund switches
* To ensure that files remain compliant at all times
* To maintain and update client records on our back-office system (Intelligent Office)
* To gather sufficient information on existing plans/arrangements to enable adviser to review our client’s needs
* To ensure that all necessary plan information, forms and illustrations (where applicable) are available
* To structure letters to providers and clients
* Arrange client meetings and manage diaries
* General client servicing (e.g. Chasing LOA’s, address changes, liaising with product providers and third parties etc)
* To answer telephone calls and other general administrative duties such as filing/scanning/post
* Meet and greet clients for face-to-face appointments
* Perform role always ensuring adherence to the expected behaviours stated in the FCA Conduct Rules
Knowledge, Skills and Experience:
* Experience providing administrative support to advisers within a wealth management organisation
* Proficient with Microsoft Excel, Word and Outlook
* Demonstrable pensions and investment product knowledge
* Excellent communication skills both verbal and written
* Prioritise and plan own workload, with an ability to effectively manage own time and achieve strict time scales
* Working towards the CII Level 4 qualification desirable
* A knowledge of Intelligent Office desirable
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