Financial Planning Administrator
5 days ago
Financial Planning Administrator
£23,000 - £26,000
Nottingham
Excellent Benefits, 25 Days holiday, Free Parking, Study support,
Flexible hours and an early finish every Friday.
Our Client are a small and very well established firm of Independent Financial Planners who operate a client bank of high net worth individuals.
" Responsible for client servicing and the preparation of new business and client review packs for meetings
" Obtaining accurate client portfolio valuations and production of valuation statements
" Regular contact with clients and product providers
" Responsible for client on-boarding and ensuring that all tasks are carried out to FCA regulatory requirements
" Obtaining Anti-Money Laundering evidence and conducting electronic checks for new, as well as existing, clients
" Writing basic suitability reports
Strong communication skills are also required, as is the ability to build strong business relationships with colleagues and external Clients.
Please quote Ref: NJR12672
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