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Our client, a firm of Independent & Chartered Financial Planners are established in the industry and offer a solid reputation for providing holistic Financial Advice. They are now looking to recruit an additional Administrator to join their established team. Supporting a team of Financial Planners, the successful candidate will provide direct support across three key teams within the business, including; Administration, Review and Report Writing.
Duties and responsibilities will be varied and consist of;
Admin team
- Dealing with new business
- Top ups
- Changes in client income
- Withdrawals Handling daily queries from clients and candidates
- Providing management information
- Organising future planning meetings with a client on behalf of the Financial Planner
- Liaise with product providers and other third parties to acquire any additional information
Review team
- Preparing the client review reports for the advisers to take to meetings
- Using both un-house and the Dynamic Planner template
Report writing team
- Preparing suitability reports
- Preparing new business documentation
Candidates MUST come from a similar background and be used to providing direct support to a team of Planners. Those with knowledge of various systems such as
- Intelligent office
- Dynamic Planner
- Provider Platforms - Scottish Widows, Parmenion & Raymond James.
Candidates applying for the role will ideally have at least 2/3 years' experience working in the with good knowledge working in a similar role. An excellent standard of education and have attained or can evidence working towards Level 4 Paraplanning diploma. Proficient IT skills in core Microsoft Office systems are required, along with knowledge of the Intelligent Office CRM system is a distinct advantage.
NJR REF 15333
