Financial Advice Coordinator

1 week ago

Aldershot, Hampshire, United Kingdom THE OPENWORK PARTNERSHIP Full time
Financial Advice Administrator

We are seeking an experienced Financial Advice Administrator to join our team at The Openwork Partnership. This role will focus on providing technical support to our Practice Principal and Financial Advisers to ensure efficient processing of business and deliver a high-quality service to our clients.

Key Responsibilities:
  • Obtain valuations, quotations, and illustrations, as well as supporting documentation, in preparation for and following client meetings.
  • Manage our internal processing system to ensure the delivery of ongoing service requirements and maintain accurate CRM records.
  • Produce Client Suitability Reports for personalization and sign-off by the Practice Principal/Adviser.
  • Administer the submission of applications to platform/product providers and monitor relevant systems to ensure accuracy and/or acceptance.
  • Prepare proposals for the solution selected by the planner, including approved product illustrations and literature, and establish details on the chosen investment platform where applicable.
  • Contact clients prior to adviser meetings to confirm appointments and obtain up-to-date information in line with practice processes and adviser requirements.
  • Manage ad hoc client administration, including elements such as withdrawals, changes of address, requests for documentation, etc.
  • Provide ad hoc research and administrative support to the Principal/Adviser as and when required.
  • Compliance - understand and adhere to the practice and Openwork's systems and regulatory requirements, and, where appropriate, comply with all relevant regulatory policies, including completion of any mandatory training requirements.
Requirements:
  • Minimum 2-5 years' experience in a Financial Advice Administrator role based in a Financial Advice business and Financial Services Industry.
  • Full level 4 diploma in Financial Advice or working towards completion.
  • Experience in tax calculations.
  • An understanding of fund management, UK taxation, life insurance, and investment products.
  • IT literate with the ability to use Office 365, including Excel, Word, and PowerPoint.
  • Experience in using platforms, cashflow modelling, and analytics tools.
  • Strong communication skills gained within a provider and client-facing role.
What We're Looking For:
  • A strong personal work ethic.
  • The ability to work to tight deadlines.
  • Strong organizational skills.
  • Confidence in challenging to get the right outcome for the client.

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