Financial Planning Coordinator
2 weeks ago
We are recruiting for a Financial Planning Administrator to join our team in Alton. This is an excellent opportunity for an experienced IFA Administrator who can provide administrative support to our financial advisers and liaise with providers and third parties.
You will be part of a fast-paced team providing full end-to-end administrative support to clients, ensuring they receive a high level of service. You will be assigned your own bank of clients and work closely with the advisers.
This complex role requires someone with excellent attention to detail and accuracy. The successful candidate will have internal procedures and service level agreements (SLAs) to adhere to.
The salary for this position is estimated at around £28,000 - £32,000 per annum, depending on experience.
Key Responsibilities:
- Providing financial advisers with full administrative support
- Preparing client packs for annual reviews and ad-hoc meetings
- Arranging internal fund reviews
- Preparing recommendation reports, including applications and additional documentation
- Processing new and existing business
- Dealing with providers such as Transact, Standard Life, Aviva, Canada Life, and more
- Liaising with other professionals such as accountants, solicitors, and product providers
- Updating advisers and clients regularly to meet expectations
- Maintaining client files and keeping them compliant
- Dealing with client queries – income, withdrawals, change of details, requests for information
- Building relationships with clients and responding to all queries
- Processing letters of authority and death claims/probate
- Providing support to advisers and ensuring they have everything required for appointments
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