Senior Financial Planning Administrator
6 hours ago
- Prepare client meeting materials, including letters of authority and information collation for Financial Planners/Paraplanners.
- Prepare valuations and mailings.
- Assist in product research and information gathering.
- Obtain illustrations from Assureweb and product providers.
- Process new business applications, checking compliance aspects and chasing completion.
- Deal with existing business queries.
- Produce client review packs for Financial Planners.
- Maintain client files on Intelliflo (IO), ensuring all relevant paperwork is present, compliant, and up-to-date.
- Organize and maintain effective filing and communication systems in the office, including client database management on IO.
- Perform general office administration, including opening, distributing, and logging post.
- Ensure all client interactions are professional and courteous.
- Maintain supporting documentation according to company procedures.
- Meet performance standards as required by the firm.
- Complete mandatory annual Compliance and Anti-Money Laundering training and demonstrate understanding.
- FPC qualified or equivalent.
- Education to at least A-level or equivalent standard.
- Maths and English GCSE or equivalent at Grade B or above.
- Significant experience working with a Financial Advisor or comparable.
- Understanding of compliant advice provision as detailed in the firm's compliance manual and procedures.
- Strong customer service skills.
- Good IT skills, including Microsoft Office.
- Knowledge of Intelliflo (IO) or similar client database system an advantage.
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Senior Financial Planning Administrator
3 days ago
Henley on Thames, Oxfordshire, United Kingdom Blakemore Recruitment Full timeWe are currently recruiting for a National Financial Planning practice who are looking for a Senior Financial Planning Administrator in their office.Job PurposeThe Senior Financial Planning Administrator will provide high-quality administrative support to our Financial Planners to enable them to provide an outstanding service to their clients.Key...
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Senior Financial Planning Administrator
3 days ago
Henley on Thames, Oxfordshire, United Kingdom Blakemore Recruitment Full timeWe are currently recruiting for a National Financial Planning practice who are looking for a Senior Financial Planning Administrator in their office.Job PurposeThe Senior Financial Planning Administrator will provide high-quality administrative support to our Financial Planners to enable them to provide an outstanding service to their clients.Key...
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Senior Financial Planning Specialist
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Senior Financial Planning Specialist
6 days ago
Henley on Thames, Oxfordshire, United Kingdom Reed Full timeJob Summary: Reed is seeking a highly skilled Financial Advisor to join our team in a Financial Services Firm. As a Financial Advisor, you will be responsible for providing comprehensive financial planning and advice to clients, with a focus on investments, pensions, and protection. Key Responsibilities: Manage and attend client meetings to advise on...
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Financial Operations Coordinator
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Experienced Financial Advisor
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