Financial Planning Administrator

Posted 18 July by Cameron James Featured

Cameron James Professional Recruitment is working with our Clients, a highly successful firm of Financial Advisors with offices throughout the UK. They have a vacancy for a Financial Planning Assistant, Sales Support Administrator for their Milton Keynes office.

Working in conjunction with the adviser and paraplanner to ensure that a very high level of financial planning support and servicing is provided to all our clients.

To process new business in an accurate and timely manner in accordance with agreed service standards and standards for Treating Customers Fairly.

To service on-going business and assist with delivery of our client review service in a timely manner in accordance with agreed service standards and standards for Treating Customers Fairly.

To provide accurate fund valuations/client review packs as required for on-going client servicing and financial reporting.

To communicate the progress of business to Managers, Directors, Clients and Consultants as appropriate.

To use our internal diary system to effectively plan and prioritise workload, and to ensure client servicing is conducted as agreed.

To ensure complete and accurate client records are maintained electronically, complying with the requirements of the General Data Protection Regulations.

To maintain continuous professional development (CPD) inline with Company policy and maintain an annual CPD log.

To conduct project work and associated tasks as requested by Managers and / or Directors.

You should be working towards Financial Planning qualifications ideally and have a minimum of 2 years experience working for an IFA or Wealth Management company.

Salary and benefits are negotiable dependant on experience and Qualifications.

Required skills

  • Knowledge of Platforms and IFA Administration

Application question

Are you an expereinced IFA Administrator?

Reference: 35657302

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