Financial Planning Administrator

2 months ago

London, United Kingdom Rosart Full time

Established in the early stages of 2019, Rosart has experienced significant organic growth, prompting the need for an additional financial administrator to effectively manage the increasing client portfolio. As we embark on a journey of expansion, we are excited to welcome a dynamic individual who can play a pivotal role in propelling the company forward and contribute to the shaping of our business.

This is an opportunity to be part of a thriving organisation that is dedicated to placing clients at the forefront of everything we do. We consistently go further to deliver exceptional service and look to build authentic relationships with clients and their families. Join us in providing holistic financial planning solutions that make a difference in the lives of our clients. Be a key player in a team that values excellence, transparency, and the pursuit of a shared vision.

Your role goes beyond numbers - it's about creating a positive impact and ensuring the financial well-being of those families we look after. If you're ready to be part of an exciting company, we invite you to explore this opportunity with us.

**Responsibilities**
- Administer client onboarding, including the preparation and issuance of letters of authority
- Verify and organise policy information received from providers, creating client summaries
- Compile necessary data/documents for report writing and assist in the report generation process
- Process new business items while following compliance requirements
- Manage adviser fees and handle fund switches and investment/disinvestment requests
- Supervise pension/investment transfers, aligning with client recommendation reports
- Coordinate client review meeting preparations and oversee follow-ups
- Assist in generating client investment progress reports
- Uphold the highest standards of client service throughout all interactions

**Experience**
- Excellent attention to detail
- Confident and competent communication skills - verbal and written
- Strong software skills with proficiency in MS Word, Excel, and Outlook
- Focus on delivering high-quality client service
- Be able to demonstrate initiative and curiosity
- Ability to work under pressure and handle multiple tasks effectively
- Capable of building effective external relationships

**What we offer**
- Competitive salary
- 25 days holiday, excluding Bank Holidays, plus 3 days between Christmas and New Year
- Private medical insurance
- Pension membership via salary exchange
- A structured training programme to gain financial services qualifications to Diploma Qualified and beyond
- Further training and support to achieve Chartered status
- Social events paid for by the company

**Benefits**:

- Company pension
- Private medical insurance
- Work from home

Schedule:

- Monday to Friday

Work Location: Hybrid remote in London

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