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Financial Planning Coordinator

2 months ago

Berkhamsted, Hertfordshire, United Kingdom Cameron James Full time

Cameron James is seeking an experienced Financial Planning Administrator to join their team in Hertfordshire. The successful candidate will assist in preparing advice cases for submission and producing suitability reports, researching financial products, and reviewing products.

Main responsibilities of the Administrator are:

  • Gather information and collate sales documentation:
  • Prepare illustrations, comparisons.
  • Preparation & documentation of Letter of Authorities for client existing plans.
  • Completion of Plan Checklists
  • Assist in compilation of Suitability Reports
  • Upload documents to Caerus for compliance
  • Facilitate the approval of cases which do not initially pass PFA checking and ensure papers are complete.
  • When approved, submit application documentation to product providers.
  • Update Intelliflo status.
  • Update Database/systems.
  • Ensure business issued as quickly as possible.

Desirable Qualifications:

R01-R06, CII Level 4 Qualified

Some experience with DB Pensions would be beneficial

Experience of Intelligent Office, Defaqto, FE Analytics or similar systems desirable

The company offers excellent benefits and ongoing training and qualifications with salary increments on completion of each exam

Flexible working arrangements, including remote work options

Generous holiday entitlement and holiday purchase scheme

Pension and life insurance benefits

Please contact Cameron James for full information.