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Financial Planning Administrator

2 months ago

Manchester, United Kingdom Recruit Wealth Ltd Full time

Our client based in Manchester is an independent financial advisory business with an award winning name and reputation. Specialising in pensions and retirement planning, they advise on income withdrawal management, tax, wealth management, providing all round financial well-being and security. With a friendly and consultative approach, clients are fully supported to reach their financial goals. Excitingly, they now seek to recruit for an experienced administrator to support the existing Financial Planners in day to tasks and activities, upholding the highest standards with clients. Overview and Experiences required:

  • Experience of Intelligent Office (Intelliflo)
  • Experience of Dynamic Planner (not essential, but good to have)
  • Experience of DocuSign (not essential, but good to have).
  • General IT skills - Word & Excel
  • Experience of using platforms (ideally Transact & AJ Bell Investcentre)
  • Data entry into the back office system - (Intelligent Office)
  • Management/maintenance of the back-office system (Intelliflo)
  • Consolidation of adviser fee income
  • Collate Provider statements where necessary & forward to relevant individuals as necessary
  • Client Attitude To Risk questionnaires where necessary
  • Sending-off Letters of Authority (LOAs) and follow-up until information received
  • Chasing & consolidating information received from the Providers in regard to LOAs/change of agencies
  • Maintaining Client Folders
  • Scanning & filing of post
  • Manage client review register & arranging client meetings
  • Assist in answering clients’ general enquiries
  • Process new business
  • Obtain relevant Personal Illustrations & Applications Forms
  • Produce client review packs
  • Add basic details to Suitability Report templates in preparation for the adviser
  • Gain online access to Provider websites to gain access to online valuations
Our client is offering this new opportunity with the view to progress further to Paraplanner but only if desired, it is not essential to be considered further. We are looking for an accomplished and experienced administrator to work alongside high producing Financial Planners. We have support and recruited for the business for many years and hold their reputation in high regard. Staff well-being, retention is second to none, a stable and encouraging working environment is to be expected. Home and office working is fully supported. We are keen to speak to candidates as soon as possible, please apply to us here at Recruit Wealth for an immediate response