Type of Position: Financial Planning Administrator - Bolney
Pay: £25k - £30k
We are looking for a Financial Planning Administrator to join our client's 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.
Responsibilities:
1. To produce client portfolio valuations from various investment providers
2. To produce all quotations, application forms, and fund fact sheets for the Advisors prior to client meetings
3. To process all new business applications by submitting to providers (either online or in post), updating client database, maintaining daybook records
4. To produce Letters of Authority for new clients to service policies
5. To produce any Letters/Forms required for switches, encashments, etc.
6. Ensure compliance requirements are met on all new business cases
7. Weekly chasing of all new business cases
8. 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 of 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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