Financial Planning Specialist
6 days ago
We are seeking an experienced Financial Planning Specialist to join our client's team based in the Hickstead area. This part-time position (approximately 3 days per week) offers a competitive salary of £25,000 - £30,000 per annum.
The ideal candidate will have previous experience in a wealth management firm or within mortgages, with a strong understanding of financial services and administrative processes. Key responsibilities include working alongside financial advisers and mortgage advisers to provide administrative support, generating client portfolio valuations, preparing quotations and application forms, and maintaining relationships with clients.
This role requires excellent interpersonal skills, strong organizational and planning abilities, and the ability to multi-task. The successful candidate will be IT literate, familiar with MS Office applications, and possess a numerate and literate approach to problem-solving.
Key Responsibilities:
- Produce client portfolio valuations from various investment providers.
- Prepare all quotations, application forms, and fund fact sheets for the advisors prior to client meetings.
- Process all new business applications by submitting to providers (either online or via post), updating the client database, and maintaining daybook records.
- Generate Letters of Authority for new clients to service policies.
- Produce any Letters/Forms required for switches, encashments, etc.
- Ensure compliance requirements are met on all new business cases.
- Weekly follow-up on all new business cases.
- Weekly follow-up on all existing business inquiries.
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Financial Planning Administrator
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Financial Planning Coordinator
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Part-Time Financial Planning Assistant
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Senior Financial Services Administrator
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Senior Financial Coordinator
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Financial Services Coordinator
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Administrative Support Specialist
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