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Administrator (Financial Planning)

2 months ago

Canterbury, United Kingdom Trapeze Recruitment Services Ltd Full time

Working for a leading Kent Legal firm, you will provide general administrative and secretarial support to the Financial Planner and others in the financial planning department.

This is a part-time role requiring you to work 21 hours, ideally over a 3-day period.

My client would consider someone with limited experience in financial planning but possessing strong administration skills.

Main Responsibilities:

  • Liaise with clients to arrange and confirm meetings
  • Open, maintain and close client files, both physically and electronically
  • Write to and liaise with providers to obtain contract information
  • Collate and organise contract information into a reader-friendly spreadsheet
  • Process investment risk profiling questionnaires
  • Obtain illustrations and quotations from providers, using on-line systems, as necessary
  • Print and collate documents to be sent to clients
  • Print and complete application forms for client signature
  • Photocopy, scan and file documents, both physically and electronically
  • Prepare contract information for annual reviews
  • Obtain contract valuations
  • Undertake fund and portfolio research
  • Update clients on progress, as necessary
  • Collate tax vouchers and sale and acquisition information
  • Maintain schedule of dividends
  • Provide secretarial and reception cover, as requested by Financial Planner/Office Manager
  • Submit new business applications and ensure set up is smooth and correct
  • Prepare cashflow models
  • Undertake product, investment and market research
  • Confirm shareholdings, produce probate valuations and transfer ownership/sell shares and other investments (when required and after training)

Key Skills and Experience:

  • Excellent written and oral communication skills
  • Ability to effectively prioritise and meet deadlines
  • Courteous and professional demeanour
  • Highly organised

Benefits

  • 25 days holiday plus bank holidays
  • Discretionary bonus scheme
  • Private Healthcare

Only suitable candidates will be directly contacted about this position, and we will not store or process the data of candidates in any way unless consent has been obtained