Financial Planning Administrator

**Based in Horsham - Hybrid / Flexible home working**

**Monday - Friday 8.45am-5.15pm**

**Salary - Competitive + Excellent Benefits**

Our Client is looking for an Administrator, with at least 2-3 years experience of working in a Financial Adviser firm, to join a successful and award-winning firm of Chartered Financial Planners and support the Financial Planners in their role.

Our Client is a multi-award-winning Chartered financial planning firm with a client centric approach. In-house technology solutions, combined with market-leading discretionary fund management, enables us to deliver an outstanding holistic financial planningand wealth management service to their clients across the UK.

They understand that helping you balance personal and professional commitments is key to both your wellbeing and their shared success, so they are open to flexible working.

Overall Purpose of the Role

As a key member of our client facing teams, your primary responsibility is to provide administrative support to our financial planning advisers in all aspects of their advice process. This will frequently also mean that you will be the clients’ point ofcontact for administrative matters.

Your role will be providing administration support for Chartered Financial Planners in all aspects of their advice process including the following:
up to date on Enable (internal CRM system)
- Knowledge of compliance documents required in relation to processing of new business
- Ensure contact with clients / providers is maintained throughout any processing
- Completing electronic AML checks
- Prepare and send letters of authority and obtain information on client policies from ceding schemes and providers to support research
- Assist with the collation of client data and documents in the construction of suitable recommendation reports and prepare related client correspondence
- New business submission and asset transfers - manage the case documentation process incl.

upload and submission of required compliance documents to Enable (an internal client

management system)
- Prepare meeting packs and reports for client meetings and annual client reviews. Supporting

the Financial Planner in the delivery of client meetings both electronically and/or in a face to

face setting.
- Preparing and issuing documents to be signed electronically via Adobe sign

The knowledge, skills, experience, and qualifications you need
- Motivated and comfortable working in teams. Able to act on your own initiative and develop

collaborative relationships with both advisers, clients, professional connections and your peers

across the business.
- Ability to prioritise multiple tasks in a deadline driven environment, the ability to make decisions

and to work calmly under pressure are all key attributes
- Minimum of 2 year Administration experience within a wealth management and/or financial

planning business.
- R01, FA1, FA2 Qualified, or looking to qualify.
- Experience of managing people within a team is an advantage
- Experience with Client Management Systems.
- You will be required to complete the range of educational and training tutorials on our internal client management and client asset custody and administration and dealing systems, Enable and Fusion, as well as be fully conversant with our online clientportal, Wealth Platform.
- Aspirational, you will be an individual who embraces change and understands and shares our guiding principles or creativity, quality, security, community and sustainability.
- Excellent telephone manner, communication skills and high standards of literacy are essential.

Interpersonnel is an equal opportunities employer. All our current vacancies are on our website