Senior Financial Planning Administrator

3 weeks ago

Chelmsford, Essex, United Kingdom CleverHR Full time
Job Title: Senior Financial Planning Administrator

We are seeking an experienced Senior Financial Planning Administrator to join our team at Clever-HR. As a key member of our Wealth Management team, you will provide administration support to our Wealth Client Executives and Financial Planners in delivering exceptional service to our clients.

Key Responsibilities:
  • Assist with the preparation of client annual review meeting packs, including the production of portfolio reports.
  • Collaborate with our centralized administration team to process new client and annual review post-meeting packs.
  • Chase and collect Letter of Authority plan information, ensuring timely completion in line with agreed procedures.
  • Package and dispatch financial planning reports to our Financial Planners and clients.
  • Process and submit new business applications and client instruction requests, tracking transactions to accurate and timely completion.
  • Keep clients and Wealth Client Executives informed of outstanding transactions and manage technical queries.
  • Produce and issue client fee invoices.
  • Update client platform account records accurately in line with company processes.
  • Review platform accounts and MI reports regularly, identifying areas for improvement.
  • Liaise with product providers to progress submissions, including client transfers and obtain fees information.
About You:
  • Previous experience in a similar role, preferably in a financial services environment.
  • Proficiency in Microsoft Office products, including Word, Excel, Outlook, and PowerPoint.
  • Excellent organizational skills, with a flexible and proactive approach to achieving results.
  • Strong interpersonal skills, with excellent written and verbal communication.
  • Excellent accuracy and attention to detail, with the ability to work independently.
  • Experience working with Investment Wrap Platforms and Intelligent Office back-office systems.
  • Experience working in a small to medium-sized financial services environment, with a proven ability to adapt to change.

Clever-HR is a forward-thinking recruitment consultancy providing bespoke services to our clients within Wealth Management. Our consultants will work with you to attract key personnel into your business, including Financial Advisers, Wealth Managers, Paraplanners, and Compliance professionals.

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