Financial Planning Administrator
4 weeks ago
We are seeking a skilled Financial Planning Administrator to join our team at Blakemore Recruitment. The ideal candidate will have a minimum of 2 years of experience working with high net worth UK resident private clients and delivering financial planning and investment management services.
The successful candidate will be responsible for the efficient and accurate processing of business and delivering a first-class service to clients. This includes providing full administrative support for the onboarding of new clients, maintaining and updating client data in a secure environment, and preparing client reviews and reports.
The Financial Planning Administrator will also be responsible for liaising with clients by telephone, letter, and email, as well as working with other professional advisers, solicitors, and accountants to implement an agreed action plan.
The ideal candidate will have excellent communication and organizational skills, with the ability to work accurately and efficiently in a fast-paced environment.
We are looking for someone who is passionate about delivering exceptional customer service and has a strong understanding of financial planning and investment management services.
Responsibilities:
- Onboarding: Providing full administrative support for the onboarding of new clients.
- Data management: Maintaining and updating client data in a secure environment.
- Reviews: Preparing client reviews, updating cash flow models, investment performance reviews, and producing supporting reports, discussion documents, and computer models.
- Relationship building: Liaising with clients by telephone, letter, and email.
- Proposition delivery: Delivering service proposition within agreed service levels and timescales.
- Coordination: Working with administrative staff to ensure application and provider forms are prepared as required and clients are updated throughout the process.
- Partners: Working with other professional advisers, solicitors, and accountants to implement an agreed action plan.
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