Financial Planning Administrator

4 weeks ago


Beckenham, Greater London, United Kingdom Senior Partner Practice - St James's Place Wealth Management Full time

As a key member of our Senior Partner Practice - St James's Place Wealth Management team, you will provide technical administration support to our financial advisers and paraplanners.

Responsibilities include:

  • Managing back office administration, processes, compliance, and workflow
  • Issuing letters of authority to providers and chasing financial institutions for requested information
  • Writing client annual review letters, fund switch letters, and other compliance letters
  • Preparing client files for meetings and responding to client enquiries
  • Liaising with third parties, administration centres, and paraplanners
  • Drafting and proof-reading documents, including client correspondence and illustrations
  • Using Salesforce to adhere to compliance requirements and maintaining back office systems with client data
  • Providing regular status updates to clients and completing illustrations and applications for new business
  • Processing business and chasing through to completion, as well as managing the business pipeline and case tracking
  • Ensuring compliance requirements are met and providing weekly updates to the Partner/Adviser

Requirements:

  • Previous experience in a Financial Planning Administrator role
  • Professional communication manner, both written and verbally
  • Strong knowledge of investments and pensions
  • Financial Services qualifications are desired

We offer:

  • Company pension
  • Friendly and positive working environment
  • Competitive salary
  • 25 days holiday plus bank holiday
  • Other adhoc benefits

Please note that a standard Financial and Identity check will be conducted on any candidates offered a role within this Practice.



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