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Financial Planning Administrator
2 months ago
We are currently recruiting for a highly regarded Financial Planning practice in the industry who are looking for an experienced Financial Planning Administrator to join their team.
This company specializes in illuminating their clients' financial world, building clarity and confidence in their minds, and optimizing every experience they have with them.
Key Responsibilities
The Financial Planning Administrator is responsible for the efficient and accurate processing of business and delivering a first-class service to their clients.
You'll also need to understand and add value when it comes to their clients' needs, looking at constant improvement and innovation.
Onboarding - Providing full administrative support for the onboarding of new clients.
Data Management - Maintaining and updating client data in a secure environment.
Reviews - Preparation of client reviews, updating cash flow models, investment performance reviews, and production of supporting reports, discussion documents, and computer models.
Relationship Building - Liaising with clients to understand their needs and preferences.
Proposition Delivery - Delivering a service proposition within agreed service levels and timescales.
Coordination - Working with administrative staff to ensure application and provider forms are prepared as required and clients are updated throughout the process.
Partnerships - Working with other professional advisers, solicitors, and accountants to implement an agreed action plan.
Requirements
They are looking for someone who has been a Financial Planning Administrator and has a minimum of 2 years of experience working with high net worth UK resident private clients and delivering financial planning and investment management services.
