Financial Planning Support Specialist
2 months ago
About the Role
We are seeking a highly organized and detail-oriented Administrative Assistant to join our team at Blakemore Recruitment. As an IFA Administrator, you will provide critical support to our Financial Advisers, ensuring seamless client documentation and compliance.
Key Responsibilities
- Process client documentation and requests in a timely and accurate manner, adhering to company compliance guidelines.
- Compile client meeting packs, including valuations, client agreements, and risk questionnaires, for Financial Advisers to use at client meetings.
- Post client documentation to clients or product providers as necessary.
- Issue signed letters of authority and transfer of agency documents to providers, updating client policy records on Intelliflo Office.
- Maintain accurate client personal details and policy information, updating records on Intelliflo Office.
- Prepare new business applications in accordance with company standard operating procedures and compliance handbook.
- Respond to written, telephone, and electronic general enquiries from IFAs, colleagues, clients, and providers.
- Provide timely and accurate information to clients, obtaining new business information and existing policy information as required.
- Maintain relationships and contacts with providers to ensure a professional service.
- Deal with fee and commission queries from the Finance Department.
- Produce accurate, regular, and ad-hoc client valuation schedules, inputting into Intelliflo Office.
- Arrange for amendments to encashment and withdrawal requests from existing client plans, informing clients by email where necessary.
- Update Intelliflo Office client records with amendments.
- Manage time effectively, ensuring all work is processed, and regular reports are reviewed in line with expectations.
- Operate and manage an effective diary within Intelliflo Office to ensure timely completion of activities.
- Inform Advisers and the IFA Admin Manager of client-related events and issues in a timely manner.
- Provide cover and carry out duties for other Administrators in the team, as necessary.
Requirements
- Computer literacy in Microsoft Office and other applications.
- Excellent communication skills, both written and verbal.
- Client-centric approach.
- Organized and highly motivated.
- Good levels of industry knowledge.
- Good attention to detail.
- Accurate data entry and record-keeping skills.
- Willingness to study towards professional qualifications (desirable but not essential).
-
Financial Planning Assistant
4 weeks ago
Worthing, West Sussex, United Kingdom Recruit UK Full time{"title": "Paraplanner Role", "description": "We are seeking an experienced Paraplanner to join our clients dynamic team.This is an exciting opportunity to work alongside financial advisers and the back office team to help clients achieve their financial goals by delivering high-quality technical support and well-researched solutions.Key...
-
Financial Planning Assistant
4 weeks ago
Worthing, West Sussex, United Kingdom Recruit UK Full time{"title": "Paraplanner Role", "description": "We are seeking an experienced Paraplanner to join our clients dynamic team.This is an exciting opportunity to work alongside financial advisers and the back office team to help clients achieve their financial goals by delivering high-quality technical support and well-researched solutions.Key...
-
Financial Planning Assistant
4 weeks ago
Worthing, West Sussex, United Kingdom Recruit UK Full timeParaplanner Job DescriptionWe are seeking an experienced Paraplanner to join our clients dynamic team. This is an exciting opportunity to work alongside financial advisers and the back office team to help clients achieve their financial goals by delivering high-quality technical support and well-researched solutions.Key Responsibilities:Conduct in-depth...
-
Financial Planning Assistant
4 weeks ago
Worthing, West Sussex, United Kingdom Recruit UK Full timeParaplanner Job DescriptionWe are seeking an experienced Paraplanner to join our clients dynamic team. This is an exciting opportunity to work alongside financial advisers and the back office team to help clients achieve their financial goals by delivering high-quality technical support and well-researched solutions.Key Responsibilities:Conduct in-depth...
-
Financial Planning Assistant
3 weeks ago
Worthing, West Sussex, United Kingdom Recruit UK Full time{"title": "Paraplanner Role", "description": "We are seeking an experienced Paraplanner to join our clients dynamic team. This is an exciting opportunity to work alongside financial advisers and the back office team to help clients achieve their financial goals by delivering high-quality technical support and well-researched solutions.Key...
-
Financial Planning Assistant
3 weeks ago
Worthing, West Sussex, United Kingdom Recruit UK Full time{"title": "Paraplanner Role", "description": "We are seeking an experienced Paraplanner to join our clients dynamic team. This is an exciting opportunity to work alongside financial advisers and the back office team to help clients achieve their financial goals by delivering high-quality technical support and well-researched solutions.Key...
-
Financial Planning Accountant
6 days ago
Worthing, West Sussex, United Kingdom Syntech Recruitment Ltd Full timeCommercial Project Accountant / Key Role in Financial PlanningSyntech Recruitment Ltd is seeking a highly skilled Commercial Project Accountant to join their dynamic team. This role is integral to managing the financial aspects of key commercial projects, providing insights, and ensuring that financial targets and objectives are met.Key...
-
Financial Planning Administrator
2 weeks ago
Worthing, West Sussex, United Kingdom Blakemore Recruitment Full timeJob Title: Financial Planning AdministratorWe are seeking a highly organized and detail-oriented Financial Planning Administrator to join our team. As a key member of our financial services team, you will provide administrative support to our financial advisors, ensuring that client documentation and requests are accurately processed and completed within the...
-
Financial Planning Accountant
1 month ago
Worthing, West Sussex, United Kingdom Syntech Recruitment Ltd Full timeCommercial Project Accountant RoleSyntech Recruitment Ltd is seeking a skilled Commercial Project Accountant to join their dynamic team. This role is integral to managing the financial aspects of key commercial projects, providing insights, and ensuring that financial targets and objectives are met.Key Responsibilities:Develop and maintain financial models...
-
Financial Planning Accountant
1 month ago
Worthing, West Sussex, United Kingdom Syntech Recruitment Ltd Full timeCommercial Project Accountant RoleSyntech Recruitment Ltd is seeking a skilled Commercial Project Accountant to join their dynamic team. This role is integral to managing the financial aspects of key commercial projects, providing insights, and ensuring that financial targets and objectives are met.Key Responsibilities:Develop and maintain financial models...
-
Financial Planning Accountant
4 weeks ago
Worthing, West Sussex, United Kingdom Syntech Recruitment Ltd Full timeCommercial Project Accountant OpportunitySyntech Recruitment Ltd is seeking a highly skilled Commercial Project Accountant to join their dynamic team. This role is integral to managing the financial aspects of key commercial projects, providing insights, and ensuring that financial targets and objectives are met.Key Responsibilities:Develop and maintain...
-
Financial Planning Accountant
4 weeks ago
Worthing, West Sussex, United Kingdom Syntech Recruitment Ltd Full timeCommercial Project Accountant OpportunitySyntech Recruitment Ltd is seeking a highly skilled Commercial Project Accountant to join their dynamic team. This role is integral to managing the financial aspects of key commercial projects, providing insights, and ensuring that financial targets and objectives are met.Key Responsibilities:Develop and maintain...
-
Financial Planning Accountant
1 month ago
Worthing, West Sussex, United Kingdom Syntech Recruitment Ltd Full timeCommercial Project Accountant OpportunityWe are working with a leading player in the engineering and supply chain sector to find a skilled Commercial Project Accountant to join their dynamic team.Key Responsibilities:Develop and maintain financial models for key commercial projects, ensuring accurate forecasting, budgeting, and profitability analysis.Monitor...
-
Financial Planning Accountant
1 month ago
Worthing, West Sussex, United Kingdom Syntech Recruitment Ltd Full timeCommercial Project Accountant OpportunityWe are working with a leading player in the engineering and supply chain sector to find a skilled Commercial Project Accountant to join their dynamic team.Key Responsibilities:Develop and maintain financial models for key commercial projects, ensuring accurate forecasting, budgeting, and profitability analysis.Monitor...
-
Financial Planning Assistant
2 months ago
Worthing, West Sussex, United Kingdom Blakemore Recruitment Full timeWe are seeking a highly organized and detail-oriented IFA Administrator to join our team in Worthing. As a key member of our National Financial Planning practice, you will provide essential support to our Financial Advisers, ensuring that client documentation and requests are processed efficiently and accurately.Key Responsibilities:Obtain illustrations, key...
-
Financial Planning Assistant
2 months ago
Worthing, West Sussex, United Kingdom Blakemore Recruitment Full timeWe are seeking a highly organized and detail-oriented IFA Administrator to join our team in Worthing. As a key member of our National Financial Planning practice, you will provide essential support to our Financial Advisers, ensuring that client documentation and requests are processed efficiently and accurately.Key Responsibilities:Obtain illustrations, key...
-
Financial Planning Administrator
1 week ago
Worthing, West Sussex, United Kingdom Blakemore Recruitment Full timeWe are seeking a highly organized and detail-oriented Financial Planning Administrator to join our team at Blakemore Recruitment. The successful candidate will provide administrative support to our financial advisors, ensuring that client documentation and requests are accurately processed and completed within the required time scales.Key...
-
Financial and Contractual Specialist
1 week ago
Worthing, West Sussex, United Kingdom beBee Professionals Full time £35,000 - £45,000beBee Professionals, based in Worthing, is looking for a skilled Financial and Contractual Specialist to join our construction team. In this role, you will be responsible for managing the financial and contractual aspects of our construction projects, ensuring that costs are controlled, and budgets are met.Key Responsibilities:Estimate costs for construction...
-
Financial Operations Specialist
2 weeks ago
Worthing, West Sussex, United Kingdom Kamro Ltd Full timeAbout the RoleAt Kamro Ltd, we are seeking a skilled Financial Operations Specialist to manage our financial operations, including preparing financial statements, handling tax returns, and advising clients on best practices. Your expertise will help ensure smooth financial processes and compliance with all regulations.About the ClientKamro Ltd is a...
-
Financial Management Specialist
2 weeks ago
Worthing, West Sussex, United Kingdom Protalent Full timeWe are seeking a highly skilled Financial Management Specialist to join our team at Protalent. As a key member of our Outsourced Finance Services team, you will be responsible for providing expert financial guidance to our clients, ensuring their financial information is up-to-date and accurate.The ideal candidate will have a solid understanding of...
