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Financial Planning Administrator (FTC)

Brooks Macdonald Group plc

Nuneaton

On-site

GBP 25,000 - 35,000

Full time

30+ days ago

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Join a dynamic team as a Financial Planning Administrator, where you'll play a crucial role in supporting advisers and clients through the financial planning process. This role involves a variety of administrative tasks, from preparing review packs to managing client records and ensuring compliance. You'll have the opportunity to develop your skills in a fast-paced environment while contributing to the success of clients' financial journeys. If you're detail-oriented and passionate about providing excellent service, this role offers a fantastic opportunity to grow your career in wealth management.

Experience in administrative support within wealth management.
Strong knowledge of pensions and investment products.

Prepare files for client reviews and process new business applications.
Maintain and update client records ensuring compliance.

Administrative Support

Communication Skills

Time Management

Pensions and Investment Knowledge

CII Level 4 Qualification (desirable)

Microsoft Excel

Microsoft Word

Microsoft Outlook

Intelligent Office (desirable)

The Vacancy

As a Financial Planning Administrator, you will be part of a fast-paced team who provide administration support working closely with advisers and clients to ensure a smooth process from start to finish.

Day to day duties include gathering data, producing review packs, processing new business, dealing with letters of authority, updating client files and liaising with a variety of different providers.

Role Responsibilities:

File preparation for new and existing client reviews including valuation reports
Overseeing and processing new business applications, withdrawals, drawdown and fund switches
To ensure that files remain compliant at all times
To maintain and update client records on our back-office system (Intelligent Office)
To gather sufficient information on existing plans/arrangements to enable adviser to review our client's needs
To ensure that all necessary plan information, forms and illustrations (where applicable) are available
To structure letters to providers and clients
Arrange client meetings and manage diaries
General client servicing (e.g. Chasing LOA's, address changes, liaising with product providers and third parties etc)
To answer telephone calls and other general administrative duties such as filing/scanning/post
Meet and greet clients for face-to-face appointments
Perform role always ensuring adherence to the expected behaviours stated in the FCA Conduct Rules

Knowledge, Skills and Experience:

Experience providing administrative support to advisers within a wealth management organisation
Proficient with Microsoft Excel, Word and Outlook
Demonstrable pensions and investment product knowledge
Excellent communication skills both verbal and written
Prioritise and plan own workload, with an ability to effectively manage own time and achieve strict time scales
Working towards the CII Level 4 qualification desirable
A knowledge of Intelligent Office desirable

Role Details:

Further role details will be provided upon inquiry.

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