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Financial Planning Administrator

4 months ago

Aberdeen, United Kingdom Aberdein Considine Full time

**Full Time/ Permanent**
**Office based (Hybrid working may be considered)**

AC Wealth is a forward thinking and ambitious wealth and financial planning firm looking to expand and support the Aberdeen office with the addition of a Financial Planning Administrator.
With over 30 employees across Scotland. We are part of Aberdein Considine, a Legal 500 recognised firm, who offer property, legal and mortgage services to private and commercial clients from offices in Aberdeen, Edinburgh, Glasgow, Perth, Stirling and Newcastle.
We offer a progressive, supportive and rewarding environment for the best financial advice talent in the country. Our success has been built on providing a level of service that is second to none and we can only maintain that by attracting and retaining the very best people. We’re fully committed to supporting our people through their career progression and provide excellent opportunities for self-development
The Administrator is responsible for the day to day processing of new business and instructing servicing requests for existing clients.
**General responsibilities**
- Processing client instructions in a timely manner
- Be responsible for your own workload
- Preparing annual review packs on an ongoing basis

**Requirements**:
**Key Responsibilities**
- Arranging client meetings
- Prepare documents for new client meetings
- Issue Letters of Authority, and follow up with providers
- Generate Dynamic Planner risk report
- Preparation of annual review packs
- Completion of the annual suitability assessment for existing clients
- Taking withdrawal requests
- Prepare invoices
- Process new business on IO
- Instruct fund switch requests
- Chase outstanding adviser charges
- Chase new business
- Process post which has been received
- Issue policy documents
- Complete the Call Credit AML check
- Assist in completing the client fact find
- Submit new business with providers
- Client contact and updates
- Process post as required

**Relevant qualification, experience, skills and knowledge**

We expect an individual performing this role to have the following:

- Having a positive culture attitude at all times
- Good written and oral communication skills
- The ability to take on and understand the environment we operate within, and the issues this raises
- General IT skills

**Job Types**: Full-time, Permanent