Financial Planning Administrator - Burgess Hill
We are looking for a Financial Planning Administrator to join our client's team based near Burgess Hill. 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.
Responsibilities:
* To produce client portfolio valuations from various investment providers
* To produce all quotations, application forms, and fund fact sheets for the Advisors 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 finance as we know most skills are transferable.
* IT literate
* Numerate and literate with some knowledge of various administrative processes, ideally in Investments or finance.
* Proven ability to demonstrate precise attention to detail
* Experienced in managing and prioritizing own workload
* Experience with MS Office including Excel, Word, Outlook, and Teams
* Excellent interpersonal skills
* Excellent organizational 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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