Financial Planning Administrator

Job Location	Alton
Education	Not Mentioned
Salary	20,000 - 28,000 per annum
Industry	Not Mentioned
Functional Area	Not Mentioned
Job Type	Permanent , full-time

Job Description

Financial Planning AdministratorAn excellent opportunity has arisen for a Financial Planning Administrator to work for our client in their growing team. They are looking for an experienced IFA Administrator who prides themselves on the ability to support financial advisers, liaise withproviders and third parties. You will be part of a fast-paced team who provide full end to end administrative support to a bank of clients ensuring they always receive a high level of service.

Provide financial advisers will full administrative support
Preparing client packs for annual reviews and ad-hoc meetings
Arranging internal fund reviews
Preparing recommendation reports, including any applications and documentation
Process new and existing business
Types of business include General Investment Accounts, ISAs, Bonds, Trusts, SIPPs
Dealing with providers such as Transact, Standard Life, Aviva, Canada Life and more
Liaise with other professionals such as accountants, solicitors and product providers
Updating advisers and clients regularly to meet expectations
Update and maintain Adviser office & IO
Maintain client files and keeping them compliant.
Dealing with client queries - income, withdrawals, change of details etc
Build relationships with the clients, respond to all queries
Processing and managing letters of authorities
Processing death claims and probate
Providing support to the advisers and ensuring that they have everything required for their appointments.
Reporting to the Administration Manager

Person Specification:

Time management
Organisation and prioritisation
Attention to detail
Experience working in an administrative capacity
Excellent verbal communication skills - telephone and written word
Confident using all programmes such as Word, Excel and Outlook
Experience of working within financial services, IFA or provider or any FCA regulated environment
Candidate should have a strong interest in pursuing career within financial services

Additional Information: Based in Alton - office based£20-28,000 depending on experienceFull study support, after successful completion of probation, to assist in acquiring diploma in financial planning

Keyskills :
AdministrativeFinancial Services

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