Financial Planning Administrator

9 hours ago

St Albans, Hertfordshire, United Kingdom Blakemore Recruitment Full time

We are currently seeking a skilled Financial Planning Administrator to join our esteemed Financial Planning practice based in St. Albans. Our ideal candidate will possess previous experience working for a Financial Adviser and be comfortable dealing with client queries and general assistance.

This key role in the Financial Planning process requires a confident and professional individual who will be part of an administration team, supporting in all day-to-day tasks. This will include:

Key Responsibilities:

  • General Administration duties
  • handling incoming mail, scanning, filing
  • arranging client meetings
  • preparing client files for meetings
  • processing new business
  • maintaining client files, database management
  • corresponding with clients
  • the updating of fact finds and AML checks
  • preparing valuations
  • obtaining quotations
  • liaising with providers

The successful candidate will be IT literate with a good working knowledge of Microsoft Office suite and have excellent communication skills when liaising with clients, providers, and colleagues to provide an elite service.

Experience in the use of document management systems and financial planning software like Xplan, Adviser Office is an advantage. Ideally, the candidate will have experience with an IFA firm and a focus on investment and pensions for a minimum of five years along with some financial planning qualifications or a plan to study for these to enhance their career prospects.

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