Financial Planning Administrator

Bond Recruitment; Wilmslow; Sur place; GBP 26 000 - 34 000; Plein temps

Résumé du poste

Bond Recruitment is assisting a Chartered Financial Planning firm in Alderley Edge to recruit an experienced IFA Administrator. The role focuses on day-to-day administration for servicing clients and facilitating new business, with a strong emphasis on immaculate electronic records and accurate data in the back-office system.

You will work closely with a financial planner and paraplanner to service a defined client bank, ensuring processes are followed and records are up to date.

Qualifications

• Experience of back-office systems (Curo) and document management (SharePoint) desirable.
• Excellent IT skills, particularly Outlook, Word & Excel.
• Ability to manage own workload and prioritise effectively.
• Attention to detail and accuracy essential.

Responsabilités

• Process day-to-day administration for servicing clients and writing new business.
• Ensure electronic records are immaculate and up to date.
• Maintain client records in the back-office system (Curo) and document management (SharePoint).
• Produce valuations and the APM preparation pack.
• Support a financial planner and paraplanner in servicing a defined client bank.
• Adhere to company processes and seek clarity when unsure to maintain accuracy.

Description du poste

Our client is a very well respected Chartered Financial Planning firm in Alderley Edge, they are currently recruiting an experienced IFA Administrator to deal with day-to-day administration involved in servicing clients and writing new business.

A large and very important part of this role is to ensure that electronic records are immaculate and up to date, which allows our client to deliver a first-class financial planning service to clients.

The IFA Administrator will work closely with a financial planner and paraplanner to service a defined client bank.

Principal Accountabilities / Main Responsibilities

• Ensure that all company processes are adhered to.
• Ensure that all communications are recorded and indexed in the document management system (SharePoint)
• Ensure immaculate and up-to-date records on the back-office system (Curo)
• Manage and maintain a task list within Curo and Outlook. Thorough notes added to track progress.
• New business processing, completing forms and submitting to financial product providers.
• Producing valuations
• Production of Annual Planning Meeting (APM) preparation pack.
• General administration and processing.
• Ask if not certain about anything – accuracy is crucial, so it’s better to take more time

Knowledge & experience Ability to demonstrate ownership & independence in previous roles Ability to manage own workload and prioritise work effectively Experience of Curo and SharePoint desirable Experience of dealing with demanding clients. Administration experience

Skills

• Ability to read, digest, assimilate information and prioritise
• Eye for detail and accuracy Excellent verbal and written communication skills Monitoring, evaluating, and reporting
• Excellent IT skills, particularly Outlook, Word & Excel
• Able to work within a defined business process
• Able to work under pressure on occasions to achieve deadlines whilst ensuring quality of work remains at the highest standard
• Act honestly and with integrity in accordance with the legal and business requirements as set out by the Company
• Work within the limits of your current competence and know when to request