Financial Planning Administrator

2 weeks ago


Tunbridge Wells, United Kingdom Anthony Alexandra Full time

An excellent opportunity has arisen for an IFA Assistant Administrator to work within a highly successfu Wealth Management firm - a great chance for someone looking for their next career step. The role will include full support with a journey towards becomingDiploma qualified and beyond.

This is a genuinely exciting opportunity for an ambitious individual who is looking for a 'Career' within this exciting and buoyant industry. You will receive full support for exams, pension and excellent benefits. The role requires an individual who hasthe ability to work within a fast paced environment, adapt to industry changes and someone who can adjust to various different deadlines and looking for long term progression within the business.

**Main responsibilities are**:

- To provide efficient administrative support to a number of Financial Advisers
- To be a point of contact for clients, life offices and members of the business
- Maintenance of all administration systems, ensuring all client data is accurate and up to date
- Maintenance of diary management system, ensuring daily workflow is completed in line with agreed SLA’s
- Assist with the management of the IFA’s portfolio of existing business
- Ensure appropriate documentation is scanned and attached to the relevant client records
- Prepare new business and review packs for IFA client meeting.
- Minimum of 12 months experience in providing administrative support within a Financial Planning firm
- Knowledge of Pensions and Investments
- A professional and personable communicator who is comfortable dealing with clients
- Strong attention to detail and a good level of numerical skills



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