Senior Administrator

2 months ago


Maidstone, United Kingdom Morgan Jones Full time

**Are you an experienced Administrator with knowledge of Financial Planning processes?**

**Do you have experience of using cash flow modelling?**

If so, we have an exciting opportunity in Maidstone for a Senior Administrator to work for one of our clients who is a large firm of legal practitioners.

In this role you would be working 35 hours per week, Monday - Friday 9.00 - 17.00. Our client is offering a competitive salary, depending on experience.

**As the Senior Administrator your responsibilities would include**:

- Report writing and production of detailed recommendations
- Preparing and maintaining client files
- Dealing with investment and product providers on various issues
- Carrying out portfolio analysis
- Dealing with clients in relation to queries
- Dealing with SIPP providers and pension companies on drawdown and phased drawdown cases
- Analysis of investment bonds, recommend and implement switches of underlying investment funds
- Collection of all quantitative detailed information required to compile a financial plan
- Identify and obtain information necessary to compile financial cashflow forecast
- Compile draft net worth statements; income and expenditure statements and financial cashflow forecasts
- Undertake research both independently and with the Financial Planner to identify suitable solutions to meet the client’s needs
- Prepare information/comparisons for analysis
- Prepare draft recommendation reports to be discussed and signed off by the Financial Planner
- Prepare suitability letters in accordance with the agreed recommendations
- Ensure all compliance paperwork is in order
- Implement the chosen investment strategies
- Other duties as deemed reasonable

**Person Specification**:

- Detailed and accurate
- Excellent inter-personal skills
- Ability to multi-task and prioritise effectively
- Good IT skills
- Good report writing skills
- Good knowledge and practical experience of dealing with pension drawdown and phased drawdown cases
- A broad knowledge of financial services
- Experience of using cash flow modelling
- Level 4 Diploma in Financial Planning/Regulated Financial Planning or be working towards

**This is an exciting opportunity to develop your career within this industry with a collaborative, supportive and ambitious employer in Kent.**

**About Morgan Jones**:

- To view other great opportunities, visit our website or follow Morgan Jones on your favourite social networks - Facebook, Twitter, or LinkedIn._


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