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The Vacancy

As a Financial Planning Administrator, you will be part of a fast-paced team who provide administration support working closely with advisers and clients to ensure a smooth process from start to finish.

Day to day duties include gathering data, producing review packs, processing new business, dealing with letters of authority, updating client files and liaising with a variety of different providers.

Role Responsibilities:

• File preparation for new and existing client reviews including valuation reports
• Overseeing and processing new business applications, withdrawals, drawdown and fund switches
• To ensure that files remain compliant at all times
• To maintain and update client records on our back-office system (Intelligent Office)
• To gather sufficient information on existing plans/arrangements to enable adviser to review our client's needs
• To ensure that all necessary plan information, forms and illustrations (where applicable) are available
• To structure letters to providers and clients
• Arrange client meetings and manage diaries
• General client servicing (e.g. Chasing LOA's, address changes, liaising with product providers and third parties etc)
• To answer telephone calls and other general administrative duties such as filing/scanning/post
• Meet and greet clients for face-to-face appointments
• Perform role always ensuring adherence to the expected behaviours stated in the FCA Conduct Rules

Knowledge, Skills and Experience:

• Experience providing administrative support to advisers within a wealth management organisation
• Proficient with Microsoft Excel, Word and Outlook
• Demonstrable pensions and investment product knowledge
• Excellent communication skills both verbal and written
• Prioritise and plan own workload, with an ability to effectively manage own time and achieve strict time scales
• Working towards the CII Level 4 qualification desirable
• A knowledge of Intelligent Office desirable

Role Details:

REPLACE THIS BOX OF TEXT WITH FURTHER ROLE DETAILS. PLEASE BE AWARE THAT THIS SECTION WILL NOT FEED INTO THE JOB BOARDS.

• We prioritise your well-being with a comprehensive range of benefits designed to support you both personally and professionally.
• Bristol, Cardiff, Reading, South Coast - Southampton
• Competitive salary and a broad range of employee benefits
• We prioritise your well-being with a comprehensive range of benefits designed to support you both personally and professionally.
• We prioritise your well-being with a comprehensive range of benefits designed to support you both personally and professionally.
• Bristol, Cardiff, Reading, South Coast - Southampton
• Competitive salary and a broad range of employee benefits
• We prioritise your well-being with a comprehensive range of benefits designed to support you both personally and professionally.