At a Glance
- Tasks: Support Financial Advisers and ensure exceptional client experiences in financial planning.
- Company: Join a Chartered Financial Planning practice with a focus on professional growth.
- Benefits: Gain valuable experience, develop technical skills, and enjoy a supportive work environment.
- Other info: Opportunity for career development in a dynamic and collaborative team.
- Why this job: Enhance your career in finance while making a real difference for clients.
- Qualifications: Experience in financial services administration and strong organisational skills.
The predicted salary is between 31500 - 38500 £ per year.
Dorking Office Based 9-5 Role Purpose Working closely with Advisers, Paraplanners and colleagues across the business, the role helps ensure client work is completed efficiently, regulatory requirements are met and an exceptional client experience is delivered throughout every stage of the financial planning journey.
Career Development Opportunity This role offers an excellent opportunity for an experienced Financial Services Administrator to further develop their technical knowledge and expertise within a Chartered Financial Planning practice.
Working alongside experienced Financial Advisers, Paraplanners and colleagues across the business, the successful individual will continue to build their understanding of financial planning, regulatory requirements and client service whilst developing broader operational knowledge within a professional advice environment.
Client Administration Prepare client meeting packs and supporting documentation accurately and within agreed timescales.
Process new investment, pension and protection business from application through to completion, ensuring all regulatory and compliance requirements are met.
Prepare and process client transactions, including fund switches, withdrawals, surrenders and other servicing requests.
Maintain accurate and up-to-date client records using the company's CRM and business systems.
Ensure all documentation is complete and accurately prepared before submission to the Paraplanning team.
Carry out relevant calculations and administrative checks to support the advice process.
Maintain high levels of accuracy whilst ensuring agreed service standards are achieved.
Adviser Support Provide proactive day-to-day administrative support to Financial Advisers.
Manage adviser diaries, meeting arrangements and follow-up actions where required.
Liaise with product providers and administration centres to obtain client and policy information.
Investigate and resolve adviser and client queries promptly and professionally.
Quality
Administrator To Financial Advisor in Norfolk employer: Mistral Recruitment Ltd
Join a dynamic and innovative manufacturing organisation that prioritises employee growth and development. With a strong emphasis on safety, quality, and efficiency, our collaborative work culture fosters continuous improvement and offers flexible working hours to suit your lifestyle. Enjoy comprehensive training opportunities and the chance to work with advanced machinery in a clean and organised environment, making this an excellent place for those seeking meaningful and rewarding employment.
