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Financial Planning Coordinator

2 months ago

Birmingham, Birmingham, United Kingdom NJR Recruitment Full time

NJR Recruitment is currently working with a leading Financial Services Firm who have a strong reputation within the industry. Due to their ongoing growth and success, they have two excellent openings available for a Financial Planning Administrator to join their team.

The successful candidate will be responsible for providing technical support to a bank of High Net Worth Clients, working closely with allocated Independent Financial Advisers (IFAs). Key responsibilities will include:

• Obtaining provider information and collating relevant client-specific illustrations to assist advisers with their recommendations.

• Running Risk Profiler results via Financial Engine Analytics.

• Processing New Business following adviser handover.

• Ensuring all compliance documents are on file or provided by the adviser prior to submission.

• Submitting documents to providers directly or electronically via a platform.

• Adding plans and activities for tracking to completion.

• Ensuring clients are advised of progress throughout the process.

• Assisting with research and producing Financial Engine Analytics fund switch reports, including charges schedules, in line with adviser recommendations.

• Producing Risk Profiler results where required.

• Processing and monitoring switches directly with providers or electronically via a platform.

• Preparing valuation reports.

• Preparing supporting performance documentation for client review appointments.

• Preparing review checklists for adviser/client appointments.

The ideal candidate will have previous experience working as a Financial Planning Administrator, with knowledge of Platform/Wrap use. Those working towards the Chartered Institute of Insurance (CII) Diploma in Financial Planning or who have a desire to become qualified are of high interest.

The successful candidate will be a self-motivated, career-minded, enthusiastic, and positive individual who is able to work as part of a team and have a flexible approach.