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Financial Planning Administrator
4 months ago
Financial Planning Administrator
Location: Peterborough
Salary up to £23,000-£27,000
NJR is currently working with a well-established Wealth Management practice who provide a professional and bespoke Wealth Management service to their Private Client's, Business Owners and Trustees who now have an excellent opportunity for an ambitious FinancialServices Administrator to join their highly successful practice. The role will involve working as part of a small but buoyant team of Paraplanners and Advisers to ensure the Client journey remains seamless which will involve Client contact as well as withProviders and key members within the organisation.
Our client is extremely dynamic and provides an environment for career motivated people to thrive and will offer support should you wish to pursue professional qualifications which will come with development in to other arears of the business.
**Responsibilities will include**:
" Maintain effective diary system to ensure clients are offered review meetings at the appropriate time.
" Prepare meeting packs for Advisers including valuations and all other relevant documents required on the One Note system.
" Monitor / chase for the return of meeting notes uploaded to One Note by Adviser.
" Ensure that client meeting notes are recorded on the system, including e-briefings, Curo/CRM's, CRR's, Client ID, service questionnaires, review dates updated, scan notes to system.
" Construct appropriate post meeting letter for issue to clients from Adviser notes
" Meet & Greet Advisers clients' when meetings are held onsite.
" Update CFR's onto online system if Adviser does not undertake this duty.
" Send off any Letters of Authority bought back from client meetings. Keeping Adviser/Client updated of progress throughout.
" Process change of address requests, updating systems and notifying the administration centres.
" Update systems and administration departments of any Death notifications following the Death Process.
" Make adviser aware of documentation received in relation to their clients and provide general support as required.
" Act as a point of contact for clients and deal with routine issues/queries.
" Ensure stationery stocks are maintained
" Completion of "Confirmation Withdrawal and Re balance Letter" and "Confirmation Fund Switch Letters"
" Submission of Business through the Business system ensuring that business is processed with the correct splits at outset, and update of New Business Register as appropriate.
" Preparation of "Sign Up" meeting packs for Advisers
Our client is looking for a confident, switched-on individual who has drive to exceed expectations and deliver a high level of Client support.
For further information please contact one of our specialist consultants quoting REF: NJR13509
