Client Review Support Administrator, Birmingham (BW-1952)

 

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

 

This a great opportunity to take your next step with your Financial Planning career with long teem prospects for promotion.

 

The opportunity lies within the Review Team, carrying 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.

 

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.