Financial Planning Administrator
£32,000 - £40,000
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 basic 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 business and annual reviews.
- Carry out electronic identity data verification checks on clients where appropriate.
- Check client’s attitude to risk and ensure this matches their investment portfolio.
- Prepare and submit Letters of Authority and gather all necessary plan details for research and analysis.
- Log all new business on Intelligent office.
- Prepare illustrations on the provider sites
- Process all new business applications through to completion.
- Accurately processing client withdrawals and contributions
- Place trades for clients on provider sites where appropriate.
- Prepare client packs for adviser meetings and 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 Office and saved to our internal sharepoint.
- Create, manage, and complete tasks on Intelligent Office.
- Produce management MI reports upon request.
- Liaise with the team of advisers and their clients to ensure they are kept updated about any admin tasks you are undertaking on behalf of the firm.
- Assist the office manager with Income reconciliation, acquisitions and system development.
Person Specification:
- Numerical and problem-solving skills
- Accuracy and high attention to detail
- Passion for providing service excellence and drive to achieve results.
- IT skills – Microsoft Office Outlook, Word, Excel
- Excellent written and spoken communication skills.
- Flexibility and a positive attitude towards opportunity
- A mindset that puts the customer at the centre of everything we do
- An ability to work independently and as a team.
Education/Experience Requirements:
- Good understanding of financial products.
- Good understanding of the format a suitability letter.
- GCSE level 5 or equivalent in English and Maths.
- 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.
Benefits
- Employee benefits include company pension via salary sacrifice scheme and death in service life assurance.
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Financial Planning Administrator in Tring employer: Jenson Fisher
Join a thriving motor dealership group that not only values your ambition and hard work but also invests in your professional development through comprehensive training and support. With a dynamic work environment across London and the Home Counties, you'll be part of a successful team that encourages growth and offers unique opportunities to advance your career in the automotive industry.
