Financial Planning Administrator
2 months ago
We are seeking an experienced IFA Administrator to join our team at North Oak Recruitment Ltd. The successful candidate will be responsible for providing administrative support to our financial planners and paraplanners.
Key Responsibilities- Process authority letters and gather financial data for new clients and annual reviews.
- Prepare application forms and client documentation.
- Process financial transactions on platforms.
- Prepare client reviews, including gathering financial data, updating goals information, and setting up meetings.
- Deal with post, emails, and correspondence relating to clients or their financial situation.
- Provide administrative support to the financial planners and paraplanners as required.
- Support clients with administrative queries and communication as required.
- Administration experience in a financial planning company for at least two years.
- Experience in processing authority letters and gathering data about a client's investments, pensions, and life assurance policies.
- Understanding of financial transactions, including those related to investments, insurance policies, sales, fund switches, and withdrawals.
- Experience in gathering information for review, including valuations, charges, and performance, and any other specific information required.
- Financial administration qualifications would be advantageous.
- Comfortable with using different types of technology and systems, including CRM and project management systems, and a range of investment platforms.
- Good communication skills, a team player, and able to prioritize workload.
We offer a competitive salary benchmark of c£25,000 (£21,000 - £28,000 depending on experience) + benefits. If you are a motivated and organized individual with a passion for financial administration, we would love to hear from you.
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