Career Financial Planning Administrator

3 weeks ago

Southwick, United Kingdom Professional Placement (Southern) Ltd Full time

We are supporting a very well known Financial Planning & Investment Management company based in West Sussex & Dorset.

This particular role is to be working from the West Sussex office and we are looking to recruit a full time career Financial Planning administrator. Ideally we are looking for someone that has worked within an IFA and / or an Investment company previouslyas this is not for a trainee or graduate.

The role duties to include but not limited to;
- Producing client portfolio valuations from various investment providers.
- Updating client database.
- Produce Letters of Authority for clients
- Produce any Letters/Forms required for switches.
- Ensure compliance requirements are met on all new business.
- Chasing of all new business cases

You will have a positive attitude and excellent communication skills

You will have experience working with various platforms such as standard life/ Legal & General/ Aviva / Aegonetcetc.

You will be using or have used CRM systems such as Adviser office/ IO / FEanalytic's

Have a good understanding of Pensions & Investments and the administrative process involved with financial products.

Attention to detail is paramount for this role

Punctual, organised and well presented are attributes all required for this position.

A very generous salary on offer along with a full benefits package and bonuses.

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