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Financial Planning Administrator

2 months ago

High Wycombe, Buckinghamshire, United Kingdom Blakemore Recruitment Full time
Financial Planning Administrator

We are currently recruiting for a Financial Planning practice based in High Wycombe who are looking for an experienced Financial Planning Administrator to join their team. Must have previous experience working for a Financial Planning practice and ideally knowledge and experience with Intelligent Office.

Key Responsibilities:
  • General Administration duties
  • Handling incoming mail, scanning, filing
  • Arranging client meetings
  • Preparing client files for meetings
  • Processing new business
  • Maintaining client files, database management
  • Corresponding with clients
  • The updating of fact finds and AML checks
  • Preparing valuations
  • Liaising with providers

It is essential that the candidate is IT literate with good working knowledge of Microsoft Office suite. A team player with excellent communication skills when liaising with clients, providers, and colleagues to provide an elite service.

Experience in the use of document management systems is an advantage as is the use of financial planning software like Intelligent Office. Ideally, the successful candidate will have experience with an IFA firm and a focus on investment and pensions for a minimum of five years along with some financial planning qualifications.