Financial Planning Administrator

Are you a financial planning administrator looking for a new role with opportunities to develop your career, in a progressive and supportive environment?

Due to continued success in providing fee-based advice to HNW clients, this successful wealth management practice requires a professional and proactive Financial Services Administrator to provide holistic support to a Financial Advisers and paraplanning team.

Duties for this role will include:

• Working primarily with one Financial Planner
• Processing and submitting new business and monitoring the progress.
• Dealing with investment, pension, and protection business.
• Liaising with clients and delivering a full customer service.
• Preparing valuation reports, performance documentation and review checklists.
• Processing and monitoring switches with providers or electronically.
• Updating Intelligent Office back-office systems.

The candidate:

• Good working knowledge of Microsoft Office & Outlook
• Relevant experience within financial services / wealth management
• Experience with IFA back-office systems would be an advantage

This is an excellent role within a forward-thinking and innovative firm working in a vibrant team, who are continually looking to improve and develop the services which they offer to their clients. In return, you will receive a generous basic package and the support to develop your skills and further your career.