Financial Planning Administrator
3 days ago
**Financial Planning Administrator**
An excellent opportunity has arisen for a Financial Planning Administrator to work for our client in their growing team. They are looking for an experienced IFA Administrator who prides themselves on the ability to support financial advisers, liaise withproviders 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.
- Provide financial advisers will full administrative support
- Preparing client packs for annual reviews and ad-hoc meetings
- Arranging internal fund reviews
- Process new and existing business
- Types of business include General Investment Accounts, ISAs, Bonds, Trusts, SIPPs
- Dealing with providers such as Transact, Standard Life, Aviva, Canada Life and more
- Liaise with other professionals such as accountants, solicitors and product providers
- Updating advisers and clients regularly to meet expectations
- Update and maintain Adviser office & IO
- Maintain client files and keeping them compliant.
- Dealing with client queries - income, withdrawals, change of details etc
- Build relationships with the clients, respond to all queries
- Processing and managing letters of authorities
- Processing death claims and probate
- Providing support to the advisers and ensuring that they have everything required for their appointments.
- Reporting to the Administration Manager
**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
- Experience of working within financial services, IFA or provider or any FCA regulated environment
**Additional Information**:
Based in Alton - office based
£20-28,000 depending on experience
Full study support, after successful completion of probation, to assist in acquiring diploma in financial planning
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