Financial Services Administrator
1 month ago
**Established wealth management practice who pride themselves in the finer, bespoke level of financial advice they provide are recruiting within their Administration team. As a Financial Planner support you are dedicated to provide a HNW client bank with a 5* administrative service and assist financial planners in advising clients on financial strategies, plans and products.**
My client is seeking a individual who comes from a financial planning background and is passionate about financial services. You will have worked with research tools such as intelligent office, and platforms, such as Standard Life Wrap, Novia Financial and OMW.
This role is flexible to be partly based out of their offices in Christchurch/ Wimborne and home based, there is flexibility around hours, a salary of circa £29k plus benefits to include 5 weeks plus 8 bank holidays, Pension 3% and DIS.
**Duties such as, but not limited to;**
- Updating client files and Intelligent Office CRM records throughout the advice process
- Organising task workflow
- Fully analyse clients’ requirements,
- Distribution of letters of authority and collating policy information from providers
- Fund performance analysis via FE Analytics and comparisons via Assureweb
- Supporting the review process including assisting in the preparation of documentation ahead of client appointments
- General administration and servicing including processing death certificates and changes to client personal information
**Job Types**: Full-time, Permanent
**Salary**: £24,000.00-£28,000.00 per year
**Benefits**:
- Additional leave
- Company pension
- Life insurance
- Sick pay
- Work from home
Schedule:
- Monday to Friday
Supplemental pay types:
- Yearly bonus
Work Location: Hybrid remote in Christchurch
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