Financial Planning Administrator

Walker Crips Group; Fareham; On-site; GBP 25,000 - 35,000; Full time

Job summary

A leading financial services company is seeking to hire a Financial Administration Support role to enhance their team. This position involves maintaining accurate client records, supporting financial planners, and ensuring compliance with regulatory standards, providing a vital link between clients and financial services.

Qualifications

• Experience in financial administration or similar roles is beneficial.
• Good communication skills for liaising with clients.
• Ability to maintain accurate records and deal with compliance matters.

Responsibilities

• Maintain accurate records using Plannr software and databases.
• Produce client valuations and assist with annual review documentation.
• Provide dedicated support to one or more Financial Planners.

Job description

Aim & Purpose of the role: To promote and provide a high-quality service to new, existing individuals and group corporate clients. The role will require you to work closely with and to support managers, fellow administrators, paraplanners and financial planners in their work. A primary part of the position will be liaising with colleagues, clients and professional contacts such as pension providers and insurance providers.

Responsibilities:

• Maintaining accurate records, using Plannr software and other databases.
• Ensuring anti money laundering checks are carried out using Smart Search.
• Producing client valuations and assisting with annual review documentation.
• Processing New Business applications/Top Ups/Switches/Pension Transfers/Bed & ISA’s/Maturities. Products include Pensions, ISAs, GIAs, Bonds (both onshore and offshore), Trusts, Personal and Business Protection, VCTs, Structured Products, EIS, Business Relief products.
• Pre-populating paperwork and application forms for clients, to accompany recommendation reports.
• Processing benefit crystallisation events from individual pensions/SIPPs.
• Providing dedicated support to one or more Financial Planners.
• Liaising with clients, professional advisers and providers.
• Assist with obtaining existing policy information for review or possible transfer.
• Ensuring all compliance matters are dealt with and client records maintained to regulatory standards.
• Any other duties as may reasonably be required by your Line Manager/Director.