Financial Planning Administrator, IFA Support, Wealth Management

JJ Search; Birmingham; On-site; GBP 25,000 - 35,000; Full time

Job summary

A well-respected financial planning firm in Birmingham is seeking a Financial Planning Administrator. The role involves client service administration, scheduling meetings, and preparing financial planning reports. Candidates should have experience in financial services administration, knowledge of compliance, and familiarity with client management systems. This is an excellent opportunity for someone looking to support a growing team of financial planners in an engaging environment.

Qualifications

• Experience in IFA Administration, Financial Planning, Wealth Management, or Investment Management is ideal.
• Experience with CRM systems is important.
• Knowledge of compliance and regulatory requirements.

Responsibilities

• Schedule and coordinate client meetings.
• Prepare client review reports and financial planning recommendation reports.
• Act as the primary interface for client queries.

Skills

Financial Services Administration experience

Client management systems experience

Regulatory knowledge

Tools

Xplan

Job description

The Company

TheCompany : Awellrespectedandprofessionalfinancialplanningfirmwithambitiousgrowthplans.

The Role

• TheFinancialPlanningAdministratorwillbeakeymemberoftheteamandwillbeinvolvedinallaspectsofclientserviceadministrationandFinancialPlanningsupporttoagrowingteamofFinancialPlannersandParaplanners.ThisroleisbasedinBirmingham.
• TheFinancialPlanningAdministratorwillandscheduleandco-ordinateclientmeetingsandwillsupportcompliantnewbusinesssubmissionsbycompletinganddistributingallrelevantinternalandexternaldocumentation;activelymanagingtheprogressofsuchsubmissionsandensuringtheCRMsystemisupdatedcorrectly.
• TheFinancialPlanningAdministratorwillactastheprimaryinterfaceforclientqueriesfrombothinternalandexternalclientstogetherwiththirdpartyprovidersandworkwithavariedclientbase.
• TheFinancialPlanningAdministratorwillberesponsibleforthepreparationofclientreviewreports,issuingFinancialPlanningrecommendationreportsandprocessingwithdrawalrequests.
• Liaisingwiththirdpartiesregardinglettersofauthority;requestingpolicyinformation,fundswitchesandinstructingtransfersofstockand / orcash.

The Candidate

• FinancialServicesAdministrationexperienceideallyIFAAdministration,FinancialPlanning,WealthManagementorInvestmentManagement.
• ExperienceofXplan-useful.
• Anappreciationofcomplianceandregulatoryknowledge.
• Experienceusingclientmanagementsystems / ...