Financial Planning Administrator

4 weeks ago

Trafford Greater Manchester, United Kingdom JJ Search Full time

A leading Investment Management company that offers a range of Investment Services and Financial Planning to Private High Net Worth Individuals

The Financial Planning Administrator will have financial planning / IFA client services experience and will provide a high level of support to a team of Financial Advisors.

The Financial Planning Administrator will liaise and communicate successfully with external clients, internal key stakeholders , Insurance Companies and External Platform Providers, Investment Managers.

The Financial Planning Administrator will provide support to assist the Financial Planning Team in reaching new business and provide support to the relevant Financial Adviser or Wealth Consultant in detailed research (quotes, product selection and existing product review) in preparation of recommendations/review reports.

Process new business including submission, follow up of medicals if required, income management and distributing policy documents to clients.

The Financial Planning Administrator will perform CRM database administration and will assist with diary management, preparation of valuations, compliance documents and application packs.

Client Administration experience - either from financial planning, wealth management, investment management background.

Good knowledge of financial planning, such as products like pensions and investments.

Knowledge of Advanced Microsoft Word/Excel/Outlook, with CRM database experience (Intelliflo, or similar)

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