Wealth Management Expert
1 month ago
Overview:
">The company is currently supporting an independently owned Wealth Management firm that requires an experienced Financial Planning Administrator.
">Responsibilities:
">- Assist with preparation of existing client annual review meeting packs, including production of Portfolio Reports.
- Work with the centralised Administration team for processing new client and annual review post-meeting packs.
- Chase and collate Letter of Authority plan information, liaising with all parties to ensure sufficient information is available for case assessment following agreed procedures.
- Package and dispatch financial planning reports for the Financial Planners and their clients.
- Process and submit new business applications and client instruction requests, tracking all transactions through to accurate and timely completion in line with agreed SLAs.
- Keep the Client and Wealth Client Executive regularly updated on the progress of outstanding transactions and manage any technical queries.
- Produce and issue client fee invoices.
- Update client platform account records accurately in line with company processes.
- Liaise with product providers to progress all submissions, including but not limited to client transfers and obtain fees information.
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