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Financial Planning Administrator

Optima Recruitment
Job LocationAlton
EducationNot Mentioned
Salary£23,000 - £30,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent , full-time

Job Description

An 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
  • £23-30,000 depending on experience
  • Full study support, after successful completion of probation, to assist in acquiring diploma in financial planning
Refer a friend and earn £100! If you have a friend who is also searching for a new opportunity in the local area, recommend Optima and if we place them (providing they complete their 3-month probation period), you will receive a £100 retail voucher of yourchoice!Please note that if you have not been contacted within 5 working days, then unfortunately on this occasion your CV has not been shortlisted.By applying for this vacancy, you accept Optima Recruitment Limited’s Privacy and GDPR Policy which can be found on our website and therefore gives us consent to contact you.Optima Recruitment Limited are acting as a recruitment agency in relation to this vacancy and are an equal opportunities employer.

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