Financial Planning Administrator

Lime Professional Services; United Kingdom; On-site; GBP 30,000 - 40,000; Full time

Job summary

An investment management firm in Harrogate seeks a Financial Planning Support professional for a 9-month maternity cover role. You will serve as the point of contact for clients, manage investments, and maintain the back-office system. The ideal candidate has 1-3+ years of relevant experience and familiarity with various client management systems. This position requires strong organizational skills and the ability to manage multiple tasks effectively, providing essential support to advisers.

Qualifications

• 1-3+ years experience in Financial Planning support.
• Familiarity with online platforms like AEGON, Transact.
• Experience working with CRM systems like Intelliflo.

Responsibilities

• Be the point of contact for client and third-party queries.
• Process and manage new investments and policies.
• Maintain the back-office system with client portfolio details.

Skills

Experience with Client Management systems

Diary management

Ability to process client queries

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.