Financial Planning Administrator

Are you an experienced financial services administrator, looking for an IFA Administration role working with a close-knit team.This role offers a generous package and opportunities for development.

Due to continued success in providing fee-based advice to HNW clients, this successful wealth management practice requires a professional and proactive Financial Services Administrator to provide holistic support to a Financial Adviser.

Duties for this role will include:

• Preparing for client meetings including quote requests, obtaining valuations and appropriate literature
• Preparing and submitting applications and supporting documents to product providers
• Chasing providers until case completion, and resolving any issues that may arise
• Inputting new business proposals to the back-office system in line with Company procedures, ensuring data is updated in full to ensure correct MI reporting
• Working with an adviser to follow the full new business process until completion
• Dealing with day-to-day client and provider enquiries
• Obtaining relevant information from providers

The candidate:

• Good working knowledge of Microsoft Office & Outlook
• Relevant experience within a financial services / wealth management environment
• Positive can-do attitude
• Eager to enjoy work within a high achieving and committed team.

This is an excellent role within a forward thinking and innovative firm working in a vibrant team, who are continually looking to improve and develop the services which they offer to their clients. In return, you will receive a generous basic package and the support to develop your skills and further your career.

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