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Financial Planning Administrator

2 months ago

London, UK, United Kingdom Stonehage Fleming Full time

Stonehage Fleming is a leading Multi-Family Office with 19 offices in 14 jurisdictions. Within our Wealth Planning Client Services team we are looking to hire a Client Services Associate (Financial Planning Administrator) to provide a high level of support to the Planners/Directors and for effective Client Service support in accordance with the high standards we offer our clients.


This role would suit a self-motivated Financial Planning Administrator with c12 months experience working in a IFA, looking to broaden their experience and gain additional exposure in a larger firm based in London.


The Client Services team is responsible for:

  • New client onboarding – setting up new clients on system
  • Implementation of advice – liaison with pension and product providers to implement advice, obtaining quotes and illustrations
  • Investment implementation – placing trades with platform providers to implement investment advice
  • General administration including correspondence, scanning, filing, data updates, client valuations, fees
  • Research and support for Planners/Directors including writing reports, dealing with client queries


Main Duties & Responsibilities include:


  • Administration:
  • Action and acknowledge incoming post and emails
  • Update of client portal and price feeds and processing daily reports
  • Preparation and distribution of client reports and letters ensuring all systems and documentation are accurate
  • Setting up and updating client records on internal systems
  • Scanning and filing client documents


  • Implementation of Advice:
  • Pre-completion of forms for new and transferring pensions, protection and ISAs
  • Submission of forms to providers
  • Follow up on queries and chasing through to successful completion
  • Updating all systems


  • Support:
  • Contribute to the overall Client Services team providing cover for other team members
  • Support other processes including client valuations, client fee letters


Qualifications & Experience:


  • The ideal candidate will have prior work experience in an administration role in a financial services company - ideally a IFA - and will have a strong focus on providing a high level of client service.
  • Experience of administration of pension and life business would be beneficial.


Skills & Competencies:


  • Excellent interpersonal skills (written and verbal) with the ability to liaise confidently with professionals of all levels to ensure the optimum level of service to clients
  • Well-organised and with strong time management skills to prioritise and manage a busy and changing workload
  • Methodical and meticulous – strong attention to detail
  • Committed to delivery, proactive and hardworking team player
  • Flexible – willing to work extra hours when required
  • Ability to work under pressure and to tight deadlines
  • Committed to learning and developing