Financial Planning Coordinator
4 weeks ago
We are seeking a highly organized and detail-oriented Financial Planning Administrator to join our team at a boutique Wealth Management firm in North Leigh.
Job Overview
The successful candidate will provide administrative support to our financial planning team, ensuring the smooth operation of our financial planning processes. This will include preparing for client meetings, managing and processing pre-sale and post-sale administration, and ensuring cases are chased through the pipeline as quickly as possible.
Responsibilities and Duties
- Complete pre-sale administration, including adding client information to our database and creating and updating wealth reports.
- Prepare and gather information for LOAs and policy information checklists.
- Meet prep undertaken and presented to advisers ready for client meetings.
- Basic report writing, including fund switches, reviews, and new money.
- Basic research undertaken, using FE, Defaqto, and Cashcalc.
- New business and review case administration, submission of applications to providers, and ensuring cases are in force as soon as possible.
- Prepare and maintain client files, including meeting compliance standards.
- Assist specialist paraplanners with investment strategy administration where required.
- Assist with general administration duties when colleagues are absent.
Qualifications Essential:
- Minimum of 12 months - 2 years' experience in a Financial Planning Advisers environment.
- GCSE English & Math's (C or above).
- Understand the financial planning process.
- Excellent written and communication skills.
- Analytical and ability to interpret data.
- Meticulous attention to detail.
- Happy to work independently and as part of a team.
Desired:
- Desire to progress to Paraplanner or Senior Administrator role in future.
- Working towards Industry recognized exams, Level 4 (CII or LIBF).
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