Financial Planning Administrator

Company Overview:

Our Client is a leading wealth management firm based in Uckfield, dedicated to providing exceptional financial solutions to their clients. They are seeking a dynamic and organized Administrator to join our team. As a key member of their administrative team, you will be responsible for providing comprehensive support to advisors and clients.

Systems:

• Proficiency in Intelliflo and MS Office is essential.
• Preferably some experience with Defaqto, MiCAP reports, Assureweb, Cashcalc, and Trello (training provided).

Administrative Duties:

• Answering telephones (low volume).
• Managing incoming and outgoing post, including scanning and uploading documents.
• Inputting client data into the back-office system (IO).
• Generating fee invoices when required.
• Drafting administrative letters such as letter of authorities and transfer authorities.
• Assisting with project management tasks.
• General office maintenance.

Client Case Duties:

• Inputting attitude to risk questionnaires and generating reports.
• Preparation of client review files and creating Trello boards.
• Updating fact finds and conducting ID checks.
• Running Defaqto reports for select cases.
• Preparing client valuations and statements of worth.
• Researching and gathering information from providers.
• Liaising with clients/providers at case level.

General Obligations:

• Staying up to date with Quilter systems and advice procedures.
• Attending relevant QFP and anti-money laundering financial crime webinars.
• Maintaining a daily job list and managing workflow efficiently.
• Ensuring compliance with all relevant data and privacy rules.
• Continuing education to maintain adequate technical knowledge.

Qualifications and Skills:

• Previous experience in a similar wealth management/administrative role.
• Strong proficiency in Intelliflo and MS Office.
• Familiarity with financial software/tools such as Defaqto, Cashcalc, and Trello preferred.

Benefits:

• Competitive salary of £35,000 per annum.
• Opportunities for professional development and advancement.
• Supportive work environment with a collaborative team culture.
• Comprehensive benefits package, including pension contributions.

If you are a motivated and detail-oriented individual with a passion for wealth management, we want to hear from you and look forward to your application.