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Job Description
Hybrid Working
We are currently supporting an independently owned Wealth Management firm who are on the lookout for an experienced Financial Planning Administrator to join them
Overview
- To provide administration support to the Wealth Client Executive and Financial Planner(s) in the delivery of service to their clients
- Assist with preparation of existing client annual review meeting packs including production of Portfolio Reports.
- Work with centralised Administration team for processing new client and annual review post meeting packs.
- Chase and collate Letter of Authority plan information, liaising with all parties to ensure sufficient information available for case assessment following agreed procedures.
- Package and dispatch financial planning reports for the Financial Planners and their clients.
- Process and submit new business applications and client instruction requests, tracking all transactions through to accurate and timely completion in line with agreed SLAs.
- Keeping the Client and Wealth Client Executive regularly updated on the progress of outstanding transactions and managing any technical queries.
- Produce and issue client fee invoices.
- Updating client platform account records accurately in line with company processes.
- Proactively review platform accounts and MI reports on a regular basis,
- Liaise with product providers to progress all submissions including, but not limited to, client transfers and obtain fees information
- Previous experience of working in similar role
- Experience of working with Microsoft Office products including Word, Excel, Outlook and PowerPoint, or similar tools.
- Experience of delivering accurate, relevant and timely information
- Desire to deliver exceptional service at all times and strong focussed approach to achieving the best outcome for the client and the business.
- Excellent organisational skills, flexible and proactive approach to getting the job done.
- Strong interpersonal skills, both written and verbal communication.
- Excellent accuracy and attention to detail.
- Proven ability to work on own initiative
- Experience of working with Investment Wrap Platforms
- Experience of using Intelligent Office back-office system
- Experience of working in a small to medium sized financial services environment
- Experience of working in an environment of significant change
- 25 working days in addition to the normal Bank Holidays, in addition 1 extra day’s holiday for each year of service up to 28 days
- Holiday buy and sell scheme where you have the opportunity to buy an additional 5 days holiday per year
- Group Life Assurance and Pension Scheme
- Private medical Insurance
- Group Income Protection
Clever-HR is a forward-thinking Recruitment Consultancy that provides a bespoke service to our clients within Wealth Management.
Our consultants will work with you to attract key personnel into your business.
Roles include Financial Advisers/Wealth Managers, Paraplanners, IFA Administration and Compliance professionals.
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