Wealth Planning Support Specialist
1 day ago
About the Role
We are seeking an experienced Administrator to join our team and provide administrative support to our Financial Planners in all aspects of their advice process.
Key Responsibilities
- Prepare meeting packs and documentation/reports for client meetings and annual client reviews.
- Carry out day-to-day administrative functions, complete and submit applications, and maintain accurate data on our internal CRM system.
- Prepare and send letters of authority and obtain information on client policies from ceding schemes and providers to support research.
- Assist with the collation of client data and documents in the construction of suitable recommendation reports and prepare related client correspondence.
- Handle telephone and email enquiries from clients and providers.
Requirements
- Minimum of 12 months administration experience within Financial Services, ideally within a wealth management and/or financial planning business.
- Excellent telephone manner, communication skills, and high standards of literacy are essential.
Desirable Qualifications
R01, FA1, FA2 Qualified, or looking to qualify, is an advantage.
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