Remote Financial Planning Admin | Client Experience Lead

Chester Rose Limited.; Newbury; Hybrid; GBP 23.000 - 32.000; Vollzeit

Benefits dieser Stelle

Hybrid role

Remote work flexibility

Zusammenfassung

Chester Rose Financial Planning is seeking an experienced Financial Planning Administrator to join a growing, Chartered firm that values client service and attention to detail. The role focuses on supporting Financial Planners and Paraplanners throughout the client journey, with hybrid working and occasional travel to Berkshire.

You will liaise with clients, prepare meeting packs, manage LOAs and applications, and maintain accurate records in Intelliflo IO, ensuring compliance and high-quality

Qualifikationen

• Experience in financial planning administration within an IFA, wealth management or financial planning firm.
• Understanding of the financial planning process and the administrative requirements to support Financial Planners and Paraplanners.
• Familiarity with Intelliflo IO software is advantageous.

Aufgaben

• Liaising with clients to arrange meetings and confirm details ahead of appointments.
• Preparing and distributing client meeting packs in line with compliance requirements.
• Checking documentation and chasing outstanding information (LOAs and application forms).
• Maintaining accurate client records and notes within Intelliflo IO.
• Providing Financial Planners and Paraplanners with necessary information for high-quality advice.
• Following up on recommendations and tracking progress of advice implementation.
• Keeping clients informed and responding to queries professionally and promptly.
• Acting as first point of contact for client inquiries.
• Supporting day-to-day administration of the client services team (post handling, scanning, data entry).
• Ensuring client documentation and records are maintained accurately per internal processes and compliance.

Kenntnisse

Organised

Attention to detail

Client-focused

Communication skills

Intelliflo IO familiarity

Tools

Intelliflo IO

Jobbeschreibung

Chester Rose Financial Planning is seeking an experienced Financial Planning Administrator to join a growing, Chartered firm that values client service and attention to detail. The role focuses on supporting Financial Planners and Paraplanners throughout the client journey, with hybrid working and occasional travel to Berkshire.

You will liaise with clients, prepare meeting packs, manage LOAs and applications, and maintain accurate records in Intelliflo IO, ensuring compliance and high-quality