Financial Planning Support Specialist

4 weeks ago


Chalkhouse Green, United Kingdom Premier Jobs UK Full time
Financial Planning Support Specialist

In this exciting role, you will be providing administrative support to a team of Financial Advisors who deliver holistic financial planning to clients. The business values the role you play in helping the team deliver a quality service.

Key responsibilities include:

* Processing and chasing new business
* Obtaining illustrations, projections, and valuations
* Answering and assisting with client queries
* Accurately updating and maintaining information on the back office system
* Preparing documents for suitability reports
* Liaising with clients and providers
* Preparing client meeting packs

The business has a strong focus on allowing individuals to grow and develop, and would openly support your progression into areas such as paraplanning, advice, compliance, or management.

Administrative Assistant - Financial Planning

We are seeking an experienced Administrator to join our team in a hybrid IFA Administrator role. As an Administrative Assistant, you will be focused on undertaking efficient administrative support to our Financial Advisors. Your responsibilities will include:

* Processing and chasing new business
* Obtaining illustrations, projections, and valuations
* Answering and assisting with client queries
* Accurately updating and maintaining information on the back office system
* Preparing documents for suitability reports
* Liaising with clients and providers
* Preparing client meeting packs

The business has a strong focus on allowing individuals to grow and develop, and would openly support your progression into areas such as paraplanning, advice, compliance, or management.

Hybrid IFA Administrator Role

In this exciting role, you will be providing administrative support to a team of Financial Advisors who deliver holistic financial planning to clients. The business values the role you play in helping the team deliver a quality service.

Key responsibilities include:

* Processing and chasing new business
* Obtaining illustrations, projections, and valuations
* Answering and assisting with client queries
* Accurately updating and maintaining information on the back office system
* Preparing documents for suitability reports
* Liaising with clients and providers
* Preparing client meeting packs

The business has a strong focus on allowing individuals to grow and develop, and would openly support your progression into areas such as paraplanning, advice, compliance, or management.

Financial Services Administrator

We are seeking an experienced Administrator to join our team in a hybrid IFA Administrator role. As a Financial Services Administrator, you will be focused on undertaking efficient administrative support to our Financial Advisors. Your responsibilities will include:

* Processing and chasing new business
* Obtaining illustrations, projections, and valuations
* Answering and assisting with client queries
* Accurately updating and maintaining information on the back office system
* Preparing documents for suitability reports
* Liaising with clients and providers
* Preparing client meeting packs

The business has a strong focus on allowing individuals to grow and develop, and would openly support your progression into areas such as paraplanning, advice, compliance, or management.

IFA Support Professional

In this exciting role, you will be providing administrative support to a team of Financial Advisors who deliver holistic financial planning to clients. The business values the role you play in helping the team deliver a quality service.

Key responsibilities include:

* Processing and chasing new business
* Obtaining illustrations, projections, and valuations
* Answering and assisting with client queries
* Accurately updating and maintaining information on the back office system
* Preparing documents for suitability reports
* Liaising with clients and providers
* Preparing client meeting packs

The business has a strong focus on allowing individuals to grow and develop, and would openly support your progression into areas such as paraplanning, advice, compliance, or management.

Administrative Coordinator - Financial Planning

We are seeking an experienced Administrator to join our team in a hybrid IFA Administrator role. As an Administrative Coordinator, you will be focused on undertaking efficient administrative support to our Financial Advisors. Your responsibilities will include:

* Processing and chasing new business
* Obtaining illustrations, projections, and valuations
* Answering and assisting with client queries
* Accurately updating and maintaining information on the back office system
* Preparing documents for suitability reports
* Liaising with clients and providers
* Preparing client meeting packs

The business has a strong focus on allowing individuals to grow and develop, and would openly support your progression into areas such as paraplanning, advice, compliance, or management.



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