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Financial Planning Administrator

1 month ago

Guildford Surrey, United Kingdom JJ Search Ltd Full time
The Client

Ahighlysuccessful andexpandingWealth Management firm,widely recognised with an excellent reputationbased in London.

The Role

The Financial Planning Administrator is a great opportunity to join a successful Wealth Planning team.

The Financial Planning Administrator role will providea high level of administrative supporttoWealth Management teams,including Wealth PlannersandParaplanners.

The Financial Planning Administrator will beresponsible forClientDataInput andClientRecordMaintenance, andwill maintaintheIntelligent Officedatabase to include fund updates.

The Financial Planning Administrator will issue and follow up information requests topension providersandLifeand Investmentcompanies.

The Financial Planning Administrator will betheInternalLiaison with theInvestment Managers, as well asproducingValuation Reports, monitoring transaction activity and reconciling clientdata.

The Financial Planning Administrator willprocess SIPPcontributions,transfers and withdrawals wand processtop ups and withdrawals on onshore and offshore bonds

The Candidate

1-2yearsminimum experiencein a similar Financial Planning administration / Wealth Planning administration / IFA administration role.

Good organisational&time management skills.

A desire to gainFinancial Planningqualifications.

Numerate with attention todetail.

Excellentcommunications skills both written andverbal.

Experience with Intelligent Office,Voyant,Finametricaor Intelliflo -would beadvantageous

TPBN1_UKTJ

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