Financial Planning Administrator

2 weeks ago

Harrogate, United Kingdom Lime People Search & Select Ltd Full time

My client is a Independent Stockbroker, Investment Management & Financial Planning firm based in Harrogate.

We are urgently seeking an IFA Administrator to join the existing Administrative teams on the Financial Planning side of the business, generally you would be responsible for supporting Financial Advisors of the company in day-to-day Administrative tasks, which will include direct contact with clients, 3rd parties and internal stakeholders.

Your specific duties will include:

  • Providing full administrative support to a number of Financial Planners. Be the point of contact for company, client and third-party queries when dealing with new and existing business.
  • Keeping all notes on the back-office system up to date, enabling advisers and other team members to appraise themselves of the current situation as required.
  • Processing, and following through to completion, the setting up of new investments and policies for clients, which include Pension and SIPP contracts, Investment and Protection policies for Personal and Business clients.
  • Processing online fund switches and manage through to completion. Maintain the back-office system; adding new clients and maintaining the portfolio content, including contributions and withdrawals plus other ad hoc details as required.
  • Utilising the client management system to accurately process new and existing business, including (monthly) valuations and diary management.
  • Providing review and valuation documentation in relation to client reviews and deal with any changes to the portfolio and/or client circumstances. Diary management for Advisers.
  • Ensuring all documentation is scanned to paperless system and all emails are saved to the client records.
  • Liaising with external parties regarding any queries (insurance companies etc.).
  • Managing own workload. Prepare meeting packs for advisers.

We would ideally be seeking someone with 1-3 years experience working within an Administrative role within a Financial Advisory / Financial Planning firm. Ideally with good knowledge and understanding of investments pensions, life assurance, permanent health insurance and personal tax. We are ideally seeking a career focused IFA Administrator.

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