Senior Financial Planning Administrator

2 months ago

Henley on Thames, Oxfordshire, United Kingdom Blakemore Recruitment Full time
{"Job Title": "Senior IFA Administrator", "Job Summary": "We are seeking a highly skilled and experienced Senior IFA Administrator to join our National Financial Planning practice in Henley-on-Thames. The successful candidate will provide exceptional administrative support to our Financial Planners, enabling them to deliver outstanding service to clients.", "Key Responsibilities": "
  • Prepare client meeting materials, including letters of authority and information collation for Financial Planners/Paraplanners.
  • Prepare valuations and mailings.
  • Assist in product research and information gathering.
  • Obtain illustrations from Assureweb and product providers.
  • Process new business applications, checking compliance aspects and chasing completion.
  • Deal with existing business queries.
  • Produce client review packs for Financial Planners.
  • Maintain client files on Intelliflo (IO), ensuring all relevant paperwork is present, compliant, and up-to-date.
  • Organize and maintain effective filing and communication systems in the office, including client database management on IO.
  • Perform general office administration, including opening, distributing, and logging post.
  • Ensure all client interactions are professional and courteous.
  • Maintain supporting documentation according to company procedures.
  • Meet performance standards as required by the firm.
  • Complete mandatory annual Compliance and Anti-Money Laundering training and demonstrate understanding.
", "Requirements": "
  • FPC qualified 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 compliant advice provision 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.
", "Company Overview": "Blakemore Recruitment is a leading recruitment agency specializing in financial services. We are committed to delivering exceptional service to our clients and candidates.", "Contact Information": "For more information, please contact [insert contact information]."}

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