We are currently supporting an independently owned Wealth Management firm who are on the lookout for an experienced Financial Planning Administrator to join them.
Overview
To provide administration support to the Wealth Client Executive and Financial Planner(s) in the delivery of service to their clients
Key Responsibilities
1. Assist with preparation of existing client annual review meeting packs including production of Portfolio Reports.
2. Work with centralised Administration team for processing new client and annual review post meeting packs.
3. Chase and collate Letter of Authority plan information, liaising with all parties to ensure sufficient information available for case assessment following agreed procedures.
4. Package and dispatch financial planning reports for the Financial Planners and their clients.
5. Process and submit new business applications and client instruction requests, tracking all transactions through to accurate and timely completion in line with agreed SLAs.
6. Keeping the Client and Wealth Client Executive regularly updated on the progress of outstanding transactions and managing any technical queries.
7. Produce and issue client fee invoices.
8. Updating client platform account records accurately in line with company processes.
9. Proactively review platform accounts and MI reports on a regular basis,
10. Liaise with product providers ...