We are currently recruiting for a dynamic financial planning practice based in London who are looking to recruit a Financial Planning Administrator to join their team.

PURPOSE OF ROLE

To provide high-quality administration support within a team, building a relationship with clients whilst delivering a level of service which exceeds expectations. To ensure complete and accurate records are maintained of all client dealings. Ensuring the companies procedures and compliance standards are met and maintained.

ROLE AND RESPONSIBILITIES

• Prepare client meeting packs and process action points post-meeting.
• Produce accurate and timely client portfolio summaries and plan schedules.
• Process new business in line with company procedures and compliance requirements.
• Liaising with clients and providers, providing regular updates to clients on the progress of advice.
• Helping to compile month-end figures.
• Maintain data entry requirements by following the business's techniques and procedures, maintaining activity/task lists within Intelligent Office.
• Process fund switches and update valuation details.
• Diary management for advisers, organising client meetings.
• Manage the ongoing client review process for each adviser, ensuring client reviews are organised in line with the requirements of Client Service and Fee Agreement.
• Maintain client confidence by keeping information confidential. Refer to the company's Data Protection Policy.
• Work with the team and contribute to team effort by accomplishing team agreed objectives with regard to administration support.
• Read client reports to understand the client’s circumstances and the rationale of advice given.
• Dealing with general client queries and administration required by the team.
• Occasionally attend client meetings with advisers to provide administration support and to build a relationship with clients.
• After the first year in the role, you will be expected to start writing suitability letters and handle more technical queries, with the aim of progressing to Support Executive.

QUALIFICATIONS AND EDUCATION REQUIREMENTS

12 months previous experience in Financial Services role. Good foundation knowledge of advice process and products. Studies towards CII exams preferable but not essential.

IT competent with knowledge of Intelligent Office an advantage.

PREFERRED SKILLS

Highly organised, a competent administrator with a positive attitude and enthusiastic nature. High personal standards to deliver quality support to both the team and clients. Evidence of previous administration skills such as organisation, prioritisation, and ability to work under pressure. Confidentiality is key, thoroughness and attention to detail, effective communication, and confidence to question and work with teams and advisers. The role would suit a results-driven, analytical, and tenacious individual who is keen to develop a career in Financial Services.

INCENTIVES

Career progression, increased earning potential, company benefits, sociable and professional working environment.