Financial Administrative Assistant

2 weeks ago


Alderley Edge, United Kingdom Bond Rec Full time
Job Description

Our client is an a Cheshire based Chartered Financial Planning firm that focuses on goals-based holistic financial planning, for high net worth individuals and families.


They are currently recruiting an experienced Adviser Support Administrator to join their growing team.

About you

· Administration experience in a financial planning company for at least two years.

· Experience in processing authority letters and gathering data about a client’s investments, pensions and life assurance policies.

· Understanding of financial transactions including those related to investments, insurance policies, sales, fund switches, withdrawals.

· Financial administration qualifications would be advantageous.

· Comfortable using different types of technology and systems, including CRM and project management systems, and a range of investment.

Responsibilities

· Processing authority letters, and gathering financial data for new clients and annual reviews.

· Preparing application forms and client documentation.

· Processing financial transactions on platforms.

· Preparing client reviews, including gathering financial data, updating goals information and setting up meetings.

· Dealing with the post, emails and any correspondence relating to clients or their financial situation.

· Providing administrative support to the financial planners and paraplanners as required.

· Supporting clients with administrative queries and communication as required.

What is on offer

The opportunity to work in a supportive environment for continual learning. All technical qualification and training costs are met by the company.

The opportunity to be part of a team delivering truly great financial planning advice to their interesting and varied range of clients, working closely with all the financial planners and paraplanners.



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