We are currently recruiting for a boutique Wealth Management firm in Berkhamstead who are looking to recruit a Financial Planning Administrator
Job Overview
To offer financial planning support to advisers, paraplanners and the practice to ensure the client receives high quality financial advice. Primarily prepare for client meetings, manage and process all aspects of pre-sale and post-sale administration to ensure cases are chased through pipeline as quickly as possible. The opportunity for progression into a Paraplanner or Senior Administrator role in the future.
Responsibilities and Duties
1. Post-sale administration completed, adding clients’ information to intelligent office database, creating new, and updating Wealth Report.
2. Prepare and gather information e.g. CETVs, Illustrations, LOAs and Policy information checklists for complex cases.
3. New Business and Review Case administration, submission of applications to providers,online application and complete manual application forms, ensure case is in force as soon as possible.
4. Prepare and maintain client files, including meeting compliance standards.
5. Assist paraplanner with administration where required.
6. Occasional basic report writing, to include Bed & ISA, Fund Switches, Reviews, Withdrawals etc.
7. Client liaison and complaint handling.
8. Assist with general administration duties ...