Financial Planning Administrator

4 weeks ago

Worthing, West Sussex, United Kingdom Blakemore Recruitment Full time
Job Title: Financial Planning Administrator

We are seeking a highly organized and detail-oriented Financial Planning Administrator to join our team. As a key member of our financial services team, you will provide administrative support to our financial advisors, ensuring that client documentation and requests are accurately processed and completed within the required time scales.

Key Responsibilities:

  • Obtain illustrations, key features, and application forms from platforms providers as required.
  • Compile client meeting packs containing documentation such as valuations, client agreements, fact finds, risk questionnaires, and profiles for the advisor to use at client meetings.
  • Post client documentation to clients or product providers as appropriate.
  • Issue signed letters of authority and transfer of agency to providers and obtain standard policy information.
  • Maintain accurate client personal details and policy information and update on Intelliflo Office.
  • Prepare new business applications in accordance with the company's standard operating procedures and compliance handbook.
  • Deal with and respond to written, telephone, and electronic general enquiries for IFAs, colleagues, clients, and providers.
  • Provide clients with timely and accurate information and obtain new business information and existing policy information from clients where required.
  • Maintain relationships and contacts with providers to ensure a professional service.
  • Deal with resulting fee and commission queries from the finance department.
  • Produce accurate, regular, and ad-hoc client valuation schedules and input into Intelliflo Office.
  • Arrange for amendments to encashment and withdrawal requests from existing client plans as instructed by the advisor and inform the client by email where appropriate.
  • Update Intelliflo Office client records with amendments.
  • Manage time effectively to ensure all work is processed. Regular reports such as cash balance monitoring, pipeline, and weekly MI are reviewed in line with expectations.
  • Operate and manage an effective diary within Intelliflo Office to ensure that all activities are planned for and carried out in a timely manner.
  • Ensure that advisors and the IFA Admin Manager are informed of any client-related events and issues in a timely manner.
  • Provide cover and carry out duties for other administrators in the team in their absence.

Requirements:

  • Computer literate in Microsoft Office and other applications.
  • Excellent communication skills both written and verbal.
  • Client-centric in approach.
  • Organized and highly motivated.
  • Good levels of industry knowledge.
  • Good attention to detail.
  • Accurate data entry and record-keeping skills.
  • Willingness to study towards professional qualifications (desirable but not essential).

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