Financial Planning Administrator

Job Description

A fantastic new job opportunity has arisen for a client services administrator to join a reputable wealth planning company working with the Birmingham team based in their Birmingham City Centre office.Salary = £25-27,500 per annum (depending of relevant experience)Hybrid working = 3 days a week in the officeHours = Mon-Fri 8:30-5:00pmBenefits = hybrid working, 4.5% pension contribution, 25 days holiday entitlement, private medical insurance, income protection and moreThis role is to join a small office team of 8 where you would work with 2 other client services team members. You manager is based from another office and will manage you remote.Jane your manager is absolutely lovely with a relaxed management style and a very friendly and down to earth character.Duties include:This role is responsible for providing an efficient administration support to both clients and planners, while participating in achieving team objectives. Create and maintain client records on CRM system Ensuring AML is up to date and recorded on the system Liaise with clients and third parties as necessary to process client requirements Dealing with the New Business process:o Pre-populate forms needed to send to clientso Send forms out to the client and follow upo Check forms on return and chase any outstanding documents or informationo Maintain Know Your Client and AML due diligence on the CRM systemo Follow up on missing client documentso Scan the completed and signed application documentationo Send documentation to provider or process onlineo Keep client up to date with the progress of their applicationo Follow through to completion ensuring the CRM is up to date Prepare annual review valuations Address and answer clients and intermediaries administrative queries Process client income requirements under instruction from the Planner Process cash movements to DFMs under instruction from the Planner Undertake any projects or duties requested by the Planners or Principals in a timely and accurate fashion Validate, instruct and check address amendments Assist with answering telephone, general administration, filing and post Scan all relevant client documentation to the system Understand and ensure compliance with all relevant internal and external rules, regulations and procedures that apply to the conduct of the business. Prepare client review packs for Planners client meetings Maintain recurring activities for reviews, cash balance queries and drawdown reviews Successfully complete the compulsory Anti-Money Laundering and Information Security training and any other mandatory compliance or regulatory training as required by the business, Group and FCA regulationsDue to the changing nature of the business, you may need to undertake duties supporting other teams where required.The ideal candidate for this role: Must have proven administration experience from a corporate/professional services background such as financial services, legal, accountancy, consultancy etc Experience from a wealth planning, investments or pensions background would be desirable Must have high attention to detail Confident IT user with working knowledge of Microsoft packages Can use initiative and manage own time and workload Good organisational skillsTherefore if you are looking for a hybrid working role, with a competitive salary and an amazing manager then this is the role for you!