Financial Planning Administrator

Lime Professional Services; England; On-site; GBP 25,000 - 35,000; Full time

Job summary

A leading Financial Planning firm based in Harrogate is seeking a Financial Planning Support professional on a 9-month maternity cover contract. The role involves maintaining client records, processing investments and policies, and managing diary schedules for advisers. Candidates should have 1-3+ years of relevant experience and familiarity with Client Management systems such as Intelliflo. Experience with online platforms like AEGON and Transact will be beneficial.

Qualifications

• 1-3+ years experience in a financial planning support role.
• Familiarity with Client Management systems like Intelliflo/First.
• Experience with online platforms such as AEGON, Transact, or AJ Bell is an advantage.

Responsibilities

• Be the point of contact for queries related to new and existing business.
• Maintain and update client records on the back-office system.
• Process new investments and policies for clients.
• Manage online fund switches and ensure completion.
• Provide documentation for client reviews and manage changes.
• Diary management for advisers.

Skills

Experience with Client Management systems

Communication skills

Diary management

Education

Level 4 Diploma in Financial Advice

Tools

Intelliflo

AEGON

Transact

AJ Bell

Job description

Overview

My client is a leading Investment Management & Financial Planning firm based in Harrogate, providing sound Financial Advice and Wealth Management including Investments, Pensions, Retirement Planning.

Responsibilities

• Be the point of contact for company, client and third-party queries when dealing with new and existing business.
• Keep all notes on the back-office system up to date, enabling advisers and other team members to appraise themselves of the current situation as required.
• Process, and follow through to completion, the setting up of new investments and policies for clients, which include Pension and SIPP contracts, Investment and Protection policies for Personal and Business clients.
• Process online fund switches and manage through to completion.
• Maintain the back-office system; adding new clients and maintaining the portfolio content, including contributions and withdrawals plus other ad hoc details as required.
• Utilise the client management system to accurately process new and existing business, including (monthly) valuations and diary management.
• Provide review and valuation documentation in relation to client reviews and deal with any changes to the portfolio and/or client circumstances.
• Diary management for Advisers.
• Ensure all documentation is scanned to paperless system and all emails are saved to the client records.
• Liaise with external parties regarding any queries (insurance companies etc.).
• Manage own workload.
• Prepare meeting packs for advisers

Qualifications & Experience

We are seeking those who have 1-3+ years experience working in a similar Financial Planning support role, with experience of working with Client Management systems such as Intelliflo / First. Any experience you have working with online platforms such as AEGON, Transact or AJ Bell would be to your advantage. If you have any further qualifications within Financial Advice / Planning or working towards your Level 4 Diploma in Financial Advice, this would also be to your advantage.

This role is for a 9-Month Maternity cover contract.