Our client, a leading Accountancy firm is seeking a Financial Planning Administrator with exceptional communication skills to join their expanding team in Bury St Edmunds. To be considered for this position you will be proactive, have the ability to prioritise workloads and be confident working to deadlines.
The successful candidate will have a genuine interest in financial planning and investment management and have the desire to progress within a well-established organisation. You will ideally have some industry experience and have worked in an administrative or support role previously.
Role Overview:· General day-to-day administration tasks such as dealing with client enquiries, taking telephone calls, obtaining information from providers and filing client documents.· General support to Advisers and Paraplanners, including helping the team prepare, co-ordinate and follow up on client meetings.· Dealing effectively with the submission of new business in a timely manner, including accurate completion and submission of application forms, submission of business via platforms and online. · Assist with the preparation of annual portfolio reviews for clients by preparing review packs for the Adviser and Paraplanner.· Processing of back-office tasks such as billing and recording commission and adviser fees on our systems· Producing top up reports for ISAs and pensions as instructed by the Paraplanners, including producing personalised and cost illustrations.· As...