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We are currently recruiting for a boutique Wealth Management firm in Folkestone who are looking to recruit a Financial Planning Administrator.
Job Overview
To offer financial planning support to advisers, paraplanners, and the practice to ensure the client receives high-quality financial advice. Primarily, prepare for client meetings, manage and process all aspects of pre-sale and post-sale administration to ensure cases are chased through the pipeline as quickly as possible. The opportunity for progression into a Paraplanner or Senior Administrator role in the future.
Responsibilities and Duties
* Complete presale administration, add clients’ information to the intelligent office database, create and update Wealth Reports.
* Prepare and gather information such as LOAs and Policy information checklists.
* Undertake meeting preparation and present to advisers, ready for client meetings.
* Perform basic report writing, including Fund Switches, Reviews, and New Money cases.
* Carry out basic research using FE, Defaqto, Cashcalc, etc.
* Administer New Business and Review Cases, submit applications to providers, complete manual application forms online, and ensure cases are in force promptly.
* Prepare and maintain client files, including meeting compliance standards.
* Assist a specialist paraplanner with investment strategy administration when required.
* Support general administration duties in colleagues' absence.
Qualifications Essential
* Minimum of 12 months to 2 years’ experience in a Financial Planning Advisers environment.
* GCSE English & Math’s (C or above).
* Understanding of the financial planning process.
* Excellent written and communication skills.
* Analytical skills and ability to interpret data.
* Meticulous attention to detail.
* Ability to work independently and as part of a team.
* Ability to prioritize and plan workload.
Desired:
* Desire to progress to a Paraplanner or Senior Administrator role in the future.
* Working towards industry-recognized exams, Level 4 (CII or LIBF).
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