Job Description
Salary - £27,000 - £30,000 based on experience
Location – WA16
Our client is redefining what it means to be a leader in wealth management and financial advice. Since their founding in 2016, they have been on a mission to help individuals across the UK navigate their financial futures with confidence, advising on over £1 billion of pensions.
They are currently recruiting an experienced Adviser Support Administrator/ Financial Planning Administrator to join their growing team based at their head office in Knutsford, Cheshire.
The successful candidate will have the opportunity to work in a supportive environment for continual learning. All technical qualification and training costs are met by the company.
You will have the opportunity to be part of a team delivering truly great financial planning advice to their interesting and varied range of clients, working closely with all the financial planners and paraplanners.
Requirements
Administration experience in a financial planning company for at least two years.
Experience in processing authority letters and gathering data about a clients investments, pensions and life assurance policies.
Understanding of financial transactions including those related to investments, insurance policies, sales, fund switches, withdrawals.
Financial administration qualifications would be advantageous.
Comfortable using different types of technology and systems, including CRM and project management systems, and a range of investment platforms.
Responsibilities
Processing authority letters, gathering financial data for new clients and annual reviews.
Preparing application forms and client documentation.
Processing financial transactions on platforms.
Preparing client reviews, including gathering financial data, updating goals information and setting up meetings.
Dealing with the post, emails and any correspondence relating to clients or their financial situation.
Providing administrative support to the financial planners and paraplanners as required.
Supporting clients with administrative queries and communication as required.
Requirements
Independent Financial Advice Suitability Reports Financial Planning Pensions Investments IFA Administration