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Financial Planning Administrator

2 months ago

Reigate, Surrey, United Kingdom Specialist Recruit Full time
Job Description

Job Title: Financial Planning Administrator - Boutique Wealth Management Firm

Job Type: Full-time

Location: Office-based, with hybrid schedule after probation period

About the Role:

We are seeking a highly organized and detail-oriented Financial Planning Administrator to join our team at a boutique Wealth Management firm. As a key member of our financial planning team, you will provide administrative support to our advisers, paraplanners, and the practice to ensure our clients receive high-quality financial advice.

Key Responsibilities:

  • Prepare for client meetings, manage and process all aspects of pre-sale and post-sale administration to ensure cases are chased through the pipeline as quickly as possible.
  • Presale administration, including adding clients' information to our intelligent office database, creating and updating Wealth Report LOAs and Policy information checklists.
  • Basic report writing, including Fund Switches, Reviews, New money, etc.
  • New Business and Review Case administration, submission of applications to providers, online and complete manual application forms, ensuring cases are in force as soon as possible.
  • Assist specialist paraplanner with investment strategy administration where required.
  • Assist with general administration duties when colleagues are absent.

Requirements:

  • Minimum of 12 months - 2 years' experience in a Financial Planning Advisers environment.
  • GCSE English & Math's (C or above).
  • Understanding of the financial planning process.
  • Analytical and ability to interpret data.

About Us:

We are Specialist Recruit, a leading recruitment agency specializing in financial services and wealth management. We are passionate about connecting talented professionals with exciting career opportunities in the industry.