We are working with an award winning Chartered Financial Planning firm based in East England. This firm have been awarded “Best Employer in the Eastern Region”. The judges rated them highly in every category and employee well-being, individual development and comprehensive reward and recognition strategies stood out. They now have an opportunity for an Administrator from Financial Planning background to join the support team.
The Role
To provide administrative support to the private client team, to ensure that they have timely and accurate information
To ensure that client records are kept fully up to date with all related correspondence uploaded and correct indexing to appropriate systems
Key Responsibilities
Input fact find details onto IO
Undertake scanning and ensure information is saved in the right place
Collate information and prepare client review meeting packs
Input and analyse completed risk profile questionnaires
Undertake post review work in accordance with the checklist
Liaise with the team regarding reviews that are due each month and keep opportunities up to date
Complete anti money laundering checks via Smart Search for individuals and companies house for corporate clients
Generate policy information request letters for letters of authority and change of agency and send to providers. Set up the event list and analysis sheet
Complete Policy analysis
Provide general administrative support to private client team members e.g. post
Maintain and update my talent development record, ensuring my objectives are up to date and impact of any training is recorded
About You
Essential Skills
Attention to detail/accuracy
Computer and data management literate
Analytical
Good organisational and prioritisation skills
Time management
Team working
Ability to build and maintain relationships
Communication – written and verbal
Ability to work pro-actively and on own initiative
Creativity and innovation
Curiosity and willingness to learn and improve
Desirable
Progress towards the Diploma in Financial Planning
Providing accurate and timely administrative support
IFA Administrator, Bury St Edmunds (BW-2018)
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