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Job Reference:
e2f3dbdc8f5a
Job Views:
11
Posted:
26.04.2025
Expiry Date:
10.06.2025
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Job Description:
We are looking for a Financial Planning Administrator to join our clients team based near Bolney. We are looking for an individual who has previous experience either working for a wealth management firm, or within mortgages. Your main duties will include working alongside financial advisers and mortgage advisers to provide administrative support, along with growing and maintaining a relationship with their clients.
Our client provides plenty of career support, so if progression is something that is important to you then this could be the perfect opportunity.
Responsibilities:
* To produce client portfolio valuations from various investment providers
* To produce all quotations, application forms and fund fact sheets for the Advisor's prior to client meetings
* To process all new business applications by submitting to providers (either online or in post), updating client database, maintaining daybook records
* To produce Letters of Authority for new clients to service policies
* To produce any Letters/Forms required for switches, encashments etc.
* Ensure compliance requirements are met on all new business cases
* Weekly chasing of all new business cases
* Weekly chasing of all existing business enquiries
Experience & Qualifications
* Ideally someone who has had exposure to the financial services sector, ideally Investments, but we will consider all areas of financial as we know most areas are transferable in skills.
* IT literate
* Numerate and literate with some knowledge various administrative process ideally Investments or financial.
* Proven ability to demonstrate precise attention to detail.
* Experienced in managing and prioritising own workload.
* Experience of MS Office inc. Excel, Word, Outlook and Teams.
* Excellent interpersonal skills.
* Excellent organisational and planning skills with the ability to multi-task.
This position will be a part-time role, ideally 3 days each week based in their office.
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