Financial Planning Administrator

Skybound Wealth Management; London; On-site; GBP 26,000 - 30,000; Full time

Job summary

Skybound Wealth Management is seeking a Financial Planning Administrator to support their Europe Team. This dynamic role involves liaising with clients, financial advisors, and providers, focusing on maintaining the new business pipeline and ensuring compliance. The successful candidate will benefit from sponsorship for industry qualifications and the potential to progress to a qualified Paraplanner or Financial Advisor.

Benefits

Percentage bonus/commission

Sponsorship for industry examinations

Qualifications

• Intermediate understanding of Microsoft Office required.
• Excellent verbal and written communication skills.
• Organized with a good ability to manage workload and responsibilities.

Responsibilities

• Maintaining and supporting the new business pipeline.
• Assisting in processing applications for pensions and savings.
• Preparing review packs for client meetings.

Skills

Communication

IT Skills

Problem Solving

Organizational Skills

Education

Desire to pursue Level 4 Diploma with CII or CISI

Tools

Microsoft Office

Salesforce

Plume

Job description

Financial Planning Administrator

Job Description

This is a busy and varied role that requires excellent attention to detail along with great client service skills. Ideally you will have experience in the financial services sector, as this position could be your first step into a successful career with a leading Global IFA providing advice for clients across the UK, USA, Europe, Middle East and Asia.

Skybound Wealth have a policy of sponsoring all staff through relevant qualifications and promoting from within. The Financial Planning Administrator role is designed to progress the successful candidate into a qualified Paraplanner or a Financial Advisor if that is a path you wish to choose.

This specific position will focus on supporting our Europe Team. This focuses on supporting our Financial Advisors who operate from our offices in Europe, between London, Geneva and Nicosia.

Key Duties:

• Maintaining and chasing the new business pipeline to ensure swift activation of policies, which involves liaising with providers, clients and advisers for relevant updates
• Assisting with processing applications for pensions, regular contribution and lump sum savings
• Supporting advisers and their clients with provision of policy valuations
• Running reports on investment proposals using FE Analytics
• Preparing review packs for upcoming client meetings
• Checking the compliance and completeness of new business or top-up cases with advisers, before submission to the provider
• Contacting financial providers, trustees and pension schemes
• Liaising with clients and advisers by email, letter or telephone
• Placing trades and dealing instructions via investment provider online portals
• Updating and maintaining our in-house and back-office systems, namely Salesforce and Plume
• Managing and handling incoming correspondence, including provider documentation and email notices

Desired Skills and Experience:

• Good IT Skills – an intermediate understanding of Microsoft Office
• Excellent Communication Skills – friendly and confident both verbally and written
• A good problem solver with the ability to negotiate and encourage at a benefit to the company
• Highly organised – manage workload, motivated and able to take on responsibility for your role
• A desire to pursue a career in the Financial Services Industry in the future if not already and work towards a Level 4 Diploma qualification with CII or CISI

You Will Benefit From:

• £26,000 salary per annum, increasing upon completion of probation
• A percentage bonus/commission from all cases that you work on, upon completion of probation
• Sponsorship through all industry examinations e.g. Level 4 Diploma via the CII or CISI

Skybound Wealth Management is committed to fostering a diverse and inclusive workplace. We welcome applications from all qualified candidates regardless of background.