Tring / Hybrid (1-2 days a week from home)
Our client is a specialist, whole-of-market financial planning firm offering personalised, independent advice to individuals, families, companies and trusts. They are seeking a Financial Planning Administrator, ideally with some suitability report writing skills, to join their team.
Job Overview
Working alongside the senior administrator, paraplanners and office manager, you will support day-to-day operations and help deliver the best outcomes for clients. This varied role offers exposure across the IFA back office, developing your experience and industry knowledge.
You will need a flexible, proactive and positive approach, with the ability to prioritise your workload and work independently and collaboratively.
Key Responsibilities Include:
- Assist the paraplanners with the suitability report letters for new businessand annual reviews.
- Carry out electronic identitydata verification checkson clients where appropriate.
- Check client’sattitude to risk and ensure this matchestheir investment portfolio.
- Prepare and submit Letters of Authority and gather all necessary plan details for research and analysis.
- Log all new businesson Intelligent office.
- Prepare illustrations on the providersites
- Process all new businessapplications through to completion.
- Accurately processing client withdrawals and contributions
- Place tradesfor clients on provider sites where appropriate.
- Prepare client packs for adviser meetingsand issue any documentation to clients.
- Create and maintain accurate and up-to-date client and plan records on Intelligent Office
- Ensure all relevant documentation and correspondence is uploaded to the correct client records on Intelligent Officeand saved to our internal sharepoint.
- Create, manage,and complete taskson Intelligent Office.
- Produce management MI reports upon request.
- Liaise with the team of advisersand their clientsto ensure they are kept updated about any admin tasks you are undertaking on behalf of the firm.
- Assist the office managerwith Income reconciliation, acquisitions and system development.
Person Specification:
- Numerical and problem-solving skills
- Accuracy and high attention to detail
- Passion for providing serviceexcellence and drive to achieveresults.
- Excellent writtenand spoken communication skills.
- Flexibility and a positiveattitude towards opportunity
- A mindsetthat puts the customer at the centreof everything we do
- An abilityto work independently and as a team.
Education/Experience Requirements:
- Good understanding of financial products.
- Good understanding of the format a suitability letter.
- Previous experience with the following systems and platforms would be advantageous: Intelliflo, Genovo, Finametrica, Veriphy,Cash Calc, Transact, Royal London, AEGON, Prudential and A J Bell.
- Employee benefits include companypension via salary sacrifice schemeand death in service life assurance.
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Financial Planning Administrator in Aylesbury employer: Jenson Fisher
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