Financial Planning Administrator

1 week ago

Alton, United Kingdom Optima Recruitment Full time

An excellent opportunity has arisen for a financial planning administrator to work in a growing team. Our client is looking for an experienced IFA Administrator who prides themselves on the ability to support our financial advisors, liaise with providers and third parties. You will be part of a fast-paced team who provide full end to end administrative support to a bank of clients ensuring they always receive a high level of service.
- Based in Alton
- Up to £26,000
- Monday - Friday, 9am - 5pm

**Job specification**:

- Reporting to the Administration Manager or equivalent
- Opening and distributing the Post and dealing with outgoing post
- Triaging the Info Mailbox / Admin Submissions mailbox
- Update and maintain IO & VC, maintaining client files and keeping them compliant.
- Providing support to the advisers including booking meetings and ensuring that they have everything required.
- Action File Notes - understanding what documentation required & adding reports / workflows to IO is
- Processing and managing letters of authorities
- Preparation of client valuations, ensuring accuracy and attention to detail
- Updating advisers and clients regularly to meet expectations
- Process new and existing simple business
- Liaise with other professionals such as accountants, solicitors and product providers
- Answering phone calls and passing on messages to the Admin and Advisers
- Assisting with booking annual reviews with clients
- Preparing client and adviser packs for annual reviews and ad-hoc meetings
- Processing Rebalances, switches and cash replenishment business resulting from Annual Review meetings, quarterly switch project or ad-hoc instructions
- Processing of completed Attitude to Risk Questionnaires, recording and filing as appropriate.
- Meeting Quality standards
- Peer checking colleagues dealing where you are competent on a platform
- Assisting clients with complex queries, understanding where a meeting is required.
- Process new and existing complex business (Bonds/Trusts - opening, withdrawals, transfers)
- Meeting clients in the office to assist with forms
- Provide training/buddying support to Trainees
- Make suggestions on procedural change to increase efficiency/cost effectiveness
- Assist with Project work where asked
- Building of relevant fund portfolios
- Preparation of invoices
- Undertake appropriate professional development and continued training

**Person specification**:

- Time management
- Organisation and prioritisation
- Attention to detail
- Experience working in an administrative capacity
- Excellent verbal communication skills - telephone and written word
- Confident using all programmes such as Word, Excel and Outlook

**Additional Information**:

- Based in Alton
- Up to £26,000
- Monday - Friday, 9am - 5pm
- Full study support, after successful completion of probation, to assist in acquiring diploma in financial planning

Refer a friend and earn £100 If you have a friend who is also searching for a new opportunity in the local area, recommend Optima and if we place them (providing they complete their 3-month probation period), you will receive a £100 retail voucher of your choice

Please note that if you have not been contacted within 5 working days, then unfortunately on this occasion your CV has not been shortlisted.

Optima Recruitment Limited are acting as a recruitment agency in relation to this vacancy and are an equal opportunities employer.

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