Senior Financial Planning Administrator

1 month ago


Henley on Thames, Oxfordshire, United Kingdom Blakemore Recruitment Full time

We are seeking a highly skilled and experienced Senior IFA Administrator to join our National Financial Planning practice in Henley-on-Thames.

Job Purpose

The successful candidate will provide exceptional administrative support to our Financial Planners, enabling them to deliver outstanding service to their clients.

Key Responsibilities

  • Prepare client meeting materials, including letters of authority and client information, to support Financial Planners and Paraplanners.
  • Prepare valuations and mailings to clients, ensuring accuracy and attention to detail.
  • Assist in product research and information gathering to support Financial Planners in providing advice to clients.
  • Obtain illustrations from Assureweb and product providers, ensuring compliance with regulatory requirements.
  • Process new business applications, checking for compliance and chasing through to completion.
  • Deal with existing business queries, providing timely and professional responses to clients.
  • Produce client review packs for Financial Planners, ensuring all necessary information is included.
  • Maintain client files on Intelliflo (IO), ensuring all relevant paperwork is present and compliant.
  • Organize and maintain effective filing and communication systems in the office, including client database management on IO.
  • Perform general office administration tasks, including opening and distributing post.
  • Ensure all client interactions are conducted in a professional and courteous manner.
  • Maintain all supporting documentation in accordance with company procedures.
  • Meet all performance standards required by the firm.
  • Ensure all mandatory annual Compliance and Anti-Money Laundering training is completed and up to date.

Requirements

  • FPC qualification or equivalent.
  • Education to at least A-level or equivalent standard.
  • Maths and English GCSE or equivalent at Grade B or above.
  • Significant experience working with a Financial Advisor or comparable.
  • Understanding of providing advice to clients in a compliant manner, as detailed in the firm's compliance manual and procedures.
  • Strong customer service skills.
  • Good IT skills, including Microsoft Office.
  • Knowledge of Intelliflo (IO) or similar client database system an advantage.


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