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Financial Planning Administrator
2 months ago
We are seeking an experienced Financial Planning Administrator to join our team at Lime People Search & Select Ltd, providing administrative support to a team of Financial Planners/Advisers.
Key Responsibilities:- Provide full administrative support to a team of Financial Planners/Advisers, including being the point of contact for company, client, and third-party queries.
- Keep all notes on the back-office system up to date, enabling advisers and other team members to appraise themselves of the current situation as required.
- Process and follow through to completion the setting up of new investments and policies for clients, including Pension and SIPP contracts, Investment and Protection policies for Personal and Business clients.
- Process online fund switches and manage through to completion.
- Maintain the back-office system; adding new clients and maintaining the portfolio content, including contributions and withdrawals, plus other ad hoc details as required.
- Utilize the client management system to accurately process new and existing business, including (monthly) valuations and diary management.
- Provide review and valuation documentation in relation to client reviews and deal with any changes to the portfolio and/or client circumstances.
- Diary management for Advisers.
- Ensure all documentation is scanned to a paperless system and all emails are saved to the client records.
- Liaise with external parties regarding any queries (insurance companies, etc.).
- Manage own workload.
- Prepare meeting packs for advisers.
- 1-3+ years experience working in a similar Financial Planning support role.
- Experience of working with Client Management systems such as Intelliflo/First.
- Any experience working with online platforms such as AEGON, Transact, or AJ Bell would be to your advantage.
- If you have any further qualifications within Financial Advice/Planning or working towards your Level 4 Diploma in Financial Advice, this would also be to your advantage.
