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Financial Planning Administrator

2 months ago

Reigate, Surrey, United Kingdom Specialist Recruit Full time
Job Overview

We are seeking a highly organized and detail-oriented Financial Planning Administrator to join our team at Specialist Recruit. As a key member of our financial services team, you will play a crucial role in supporting our wealth management advisors and paraplanners in delivering exceptional client service.

Responsibilities and Duties
  • Pre-sale administration, including data entry and client onboarding, to ensure seamless case progression.
  • Prepare and gather information for client meetings, including LOAs and policy information checklists.
  • Meeting preparation and presentation to advisors, ensuring all necessary documentation is complete and accurate.
  • Basic report writing, including fund switches, reviews, and new money reports.
  • Conduct research using industry tools, such as FE, Defaqto, and Cashcalc, to support client needs.
  • Manage new business and review case administration, including submission of applications to providers and manual application forms.
  • Maintain client files, ensuring compliance with meeting standards and regulatory requirements.
  • Assist specialist paraplanners with investment strategy administration as needed.
  • Provide general administrative support to the team, including covering colleagues' absences.
Requirements
  • Minimum of 12 months to 2 years' experience in a financial planning advisor environment.
  • GCSE English and Math's (C or above).
  • Understanding of the financial planning process.
  • Excellent written and communication skills.
  • Analytical and ability to interpret data.
  • Meticulous attention to detail.
  • Ability to work independently and as part of a team.