Financial Planning Administrator

Blakemore Recruitment; Kingston upon Thames; On-site; GBP 25,000 - 35,000; Full time

Job summary

An established industry player is seeking a Financial Planning Administrator to join their team in Kingston. This role is ideal for someone with at least two years of financial administration experience, who is organized and confident in client interactions. You will support clients and assist in preparing valuations and reports, ensuring compliance and maintaining client files. This is a fantastic opportunity for career progression into paraplanner or adviser roles, with support for CII exam studies. Join a dynamic team where your contributions will lead to excellent client service and professional growth.

Qualifications

• 2+ years of experience in financial administration is essential.
• Strong organizational and communication skills are required.

Responsibilities

• Maintain client files and ensure compliance paperwork is accurate.
• Implement recommendations and liaise with providers for issue resolution.

Skills

Financial Administration

Client Communication

Organizational Skills

Attention to Detail

Multi-tasking

Proficiency in IT

Knowledge of Financial Products

Education

GCSEs grade 'C' or above in English, Mathematics, IT, and Science

Part-qualified in CII Certificate in Financial Services

Job description

We are currently recruiting for a Financial Planning Administrator in Kingston for a Financial Planning practice. The ideal candidate will have at least 2 years of IFA admin experience and be able to hit the ground running. The role requires someone who is highly organised, confident in client dealings, and possesses good literacy skills.

The successful candidate will support those pursuing their CII exams with potential for future progression to paraplanner or adviser positions.

The Financial Administrator will work independently or alongside a Financial Planner to ensure clients receive excellent service. Responsibilities include:

1. Maintaining client files
2. Implementing recommendations

Maintaining Client Files

Responsibilities include organizing client files, ensuring all correspondence is scanned and filed accurately, checking compliance paperwork, discussing client objectives with the planner, and building strong client relationships.

Implementing Recommendations

Tasks involve completing application forms, ensuring all compliance documentation is in order, liaising with providers to resolve issues, recording application statuses, and making investment changes as agreed.

Client Reviews

Assist in preparing valuations and reports, obtaining valuations from providers, attending review meetings if required, and communicating with clients about their assets.

Key Skills and Experience

• Minimum 2 years in financial administration
• Ability to follow processes and achieve outcomes independently
• Strong multi-tasking, prioritization, and planning skills
• Attention to detail and accuracy
• Excellent communication skills
• Proficiency in IT and office skills
• Knowledge of financial products and planning solutions
• Willingness to study for CII Diploma or equivalent for career progression

Qualifications

• GCSEs grade 'C' (4) or above in English, Mathematics, IT, and Science
• Part-qualified in CII Certificate in Financial Services or equivalent