We have an exciting new opportunity to join this directly authorised Financial Planning firm that delivers tailored and holistic advice to corporate and private individuals.
With offices in the Midlands and London the firm continue to go from strength to strength and this additional role has arisen as a result of the firm's continuing growth
The Role
This a great opportunity to join the Financial Planning industry, being a new entry level role where full training is provided, with genuine career prospects for promotion.
The opportunity lies within the Review Team, supporting the more experienced Administrators who carry out the annual review preparation on behalf of the advisers in relation to financial planning for clients to include savings and investment plans, pensions and protection products.
Responsibilities
Preparation of client Portfolio Valuations (PRs) and Annual Reviews (ARs) on either bi annual or annual basis as required by the client agreement
Ensuring all PRs & ARs are compliant and prepared in accordance with company procedures
Oversee management of PRs & ARs that are due i.e. ensuring delivery and action by liaising with Admin / Advisers to track delivery of reports
Ensure AR post review letter is recorded in IO (intelligent Office) the back office client database system
Have a comprehensive understanding of the IO back office system and how it is integral to the business
Have working knowledge of the firm's platforms and how they operate including obtaining valuations
Have working knowledge of non-platform providers so that valuations are obtained as efficiently as possible
Resolve any issues with Valuations not being produced via Bulk or Unipass on IO
Undertake project / client work as directed by the Client Services Manager / Managing Director / Practice & Compliance Director
Collate weekly and monthly management information for Management monthly reporting, namely Reviews due, clients seen, reviews completed, reviews missed.
About You
You will have a professional, positive mindset and a desire to develop your career within Financial Planning
Strong IT skills particularly MS Excel
Excellent customer service skills, delivering support in a professional and courteous manner
Ability to pay strong attention to detail
Achieved min Level 6 and above in English and Maths
Financial Planning Client Review Team Administrator, Birmingham (BW-1885)
We have an exciting new opportunity to join this directly authorised Financial Planning firm that delivers tailored and holistic advice to corporate and private individuals.
With offices in the Midlands and London the firm continue to go from strength to strength and this additional role has arisen as a result of the firm's continuing growth
The Role
Responsibilities
About You
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