We are currently recruiting for a Financial Planning Administrator in Kingston for a Financial Planning practice. The ideal candidate will have at least 2 years of IFA admin experience and be able to hit the ground running. The role requires someone who is highly organised, confident in client dealings, and possesses good literacy skills.
The successful candidate will support those pursuing their CII exams with potential for future progression to paraplanner or adviser positions.
The Financial Administrator will work independently or alongside a Financial Planner to ensure clients receive excellent service. Responsibilities include:
1. Maintaining client files
2. Implementing recommendations
Maintaining Client Files
Responsibilities include organizing client files, ensuring all correspondence is scanned and filed accurately, checking compliance paperwork, discussing client objectives with the planner, and building strong client relationships.
Implementing Recommendations
Tasks involve completing application forms, ensuring all compliance documentation is in order, liaising with providers to resolve issues, recording application statuses, and making investment changes as agreed.
Client Reviews
Assist in preparing valuations and reports, obtaining valuations from providers, attending review meetings if required, and communicating with clients about their assets.
Key Skills and Experience
* Minimum 2 years in financial administration
* Ability to follow processes and achieve outcomes independently
* Strong multi-tasking, prioritization, and planning skills
* Attention to detail and accuracy
* Excellent communication skills
* Proficiency in IT and office skills
* Knowledge of financial products and planning solutions
* Willingness to study for CII Diploma or equivalent for career progression
Qualifications
* GCSEs grade 'C' (4) or above in English, Mathematics, IT, and Science
* Part-qualified in CII Certificate in Financial Services or equivalent
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