Financial Planning Administrator

3 days ago


Borehamwood, United Kingdom The Orchard Practice Full time

The Orchard Practice is a family-run financial planning business, supporting clients at all stages of life. At The Orchard Practice, we look after clients as well as their finances. We treat all of our clients as we would want to be treated ourselves - whichis why most of our client relationships develop into friendships.

We are now hiring for an amazing financial planning administrator, to join our growing team.

**The Role**:

- Supporting and working closely with the financial planners and other team members
- Managing client documentation and recommendation reports
- Administering client’s pensions and investments
- Effectively liaise with product providers and key partners
- Managing and coordinating annual client reviews
- Processing financial transactions within SLA
- Monitoring workflow to ensure all steps complete
- Keep up to date with FCA regulations and internal policies and procedures
- Arranging client meetings and appointments
- Dealing with existing client queries
- Process new business enquiries
- Manage and maintain client data within the back office system
- Effectively communicate with clients and third-party service providers in a professional and timely manner
- Ensure that client, policy and adviser fee information are accurately maintained and up to date
- Prepare accurate and timely documentation for client meetings
- Operate as prime point of contact for potential and existing client base

**About You**:

- Self-motivated
- Team Player
- Proactive attitude
- Experience of working within a Financial Planning Firm
- Pensions and Investments product knowledge is essential
- Financial Services Qualifications such as Certificate in Financial Services or the level 4 diploma in financial planning would be desirable
- Ability to analyse financial information and comply with regulations



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