Candidates will be responsible for providing technical administration support to the financial advisers and paraplanners. You will manage back office administration, processes, compliance and work flow
Location: Beckenham (South East London) - Office based position
Your duties will include:
Administrator/ (Assistant to the Director) – Wealth Management
* Issuing letter of authorities (LOAs) to providers
* Chasing financial institutions to provide requested information
* Writing client annual review letters, fund switch letters & other compliance letters
* Preparing client files for meetings
* Responding to client enquiries, liaising with third parties
* liaising with Administration Centres and Paraplanners
* Drafting and proof-reading documents, including client correspondence, illustrations etc
* Using Salesforce the company CRM system to adhere to all compliance requirements
* Maintaining and accurately updating the back office systems with client data - using it to effectively manage the business workflow
* Provide regular status updates to clients regarding status of transfers, withdrawals amongst other things
* Completing illustrations and applications for new business
* Processing Business and chasing through to completion
* Processing Application forms
* Manage business pipeline
* Manage case tracking
* Completing/Updating CFRs
* Use of Voyant/FE Analytics
* Maintain the compliance requirements of the business – Ensure business and client files are fully compliant
* Providing weekly updates (calls / emails) to Partner/Adviser
* Other Adhoc duties
What’s needed to be considered
In order to be considered for this opportunity, candidates need to have –
* Previous experience in a Financial Planning Administrator role
* Professional communication manner, both written and verbally
* Strong knowledge of investments and pensions
* Financial Services qualifications are desired
In return we offer:
* Company pension
* Friendly and positive working environment
* Competitive salary
* 25 days holiday plus bank holiday
* Other adhoc benefits the Director provides throughout the year
Please note that this Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice.