Financial Planning Administrator - Financial Services
Location: HarrogateSalary: Competitive, with an attractive benefits packageHours: Full-time working hours, Monday to Friday
Are you a detail-oriented professional with a passion for financial planning and administration? Join our well-established firm in Harrogate, providing both financial advice and discretionary investment services. We are looking for a Senior Financial Planning Administrator to manage high-net-worth client files and support our team of consultants.
Key Responsibilities of the Financial Planning Administrator:
1. Act as an initial point of contact between the consultants, clients, and product providers.
2. Prepare meeting packs for client meetings.
3. Ensure that client files remain compliant at all times.
4. Produce valuations using Xplan and Excel.
5. Check the accuracy of other team members' valuations.
6. Process new business and trades on various platforms (main trading platform is SEI).
7. Manage an efficient diary system to resolve client/provider queries.
8. Manage cash accounts to meet client income needs within their product structure.
9. Obtain quotes from providers.
10. Issue suitability reports and compile all enclosures.
11. Maintain accuracy of Xplan Database and SEI portal.
12. Deal with clients and product providers vi...