Financial Planning Business Support Specialist
3 days ago
Are you an experienced administrator looking for a new challenge in the financial planning industry? We are seeking a skilled IFA Administrator to join our team in Chorley. The ideal candidate will have excellent organizational skills and be able to maintain accurate records of client information.
Key Responsibilities:
- Pipeline - ensure all business is recorded and chased through to completion, liaising with both Advisers, providers, GPs and Medical companies and recording notes for audit purposes
- Maintain client files in line with company guidelines and standards
- Prepare and maintain the client service / review list for the adviser, ensuring all are completed within the set timeframe, providing full pack including a client valuation and supporting documentation. Scanned to the system and provided to the Adviser upon completion
- Prepare cases for Paraplanning, ensuring all necessary information is on file for the report completion, liaising with relevant departments to resolve any outstanding queries
The successful candidate will receive a competitive salary of £25,000-£30,000 per annum, depending on experience, plus benefits including 28 days holiday, supported learning and development, and a workplace pension.
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Financial Planning Specialist
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Financial Planning Specialist
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Financial Planning Support Professional
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Controller of Financial Planning
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Financial Planning Manager
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Business Finance Specialist
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Financial Planning Expert
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Financial Operations Specialist
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Financial Planning Professional
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Financial Planning Manager
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Care Support Specialist
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Treasury Financial Specialist
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Support Specialist
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Financial Planning Manager
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Financial Reporting Specialist
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