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Job Summary:
The Financial Planning Administrator provides administrative support to the financial planning team, helping ensure efficient management of client portfolios and smooth day-to-day operations. This role involves working closely with Financial Advisors to handle client requests, maintain accurate records, and contribute to delivering high-quality client service.
Key Responsibilities:- Prepare and maintain client files, ensuring all information is up-to-date and accurately stored.
- Coordinate meeting schedules and manage calendars for Financial Planners.
- Prepare documentation for client meetings, including financial summaries and reports.
- Serve as the first point of contact for client inquiries, providing exceptional customer service.
- Respond to client requests via phone or email, including account changes, information requests, and administrative updates.
- Assist clients with completing necessary paperwork and ensure compliance standards are met.
- Input and update client information into CRM systems and financial planning software.
- Manage and track applications, policy documents, and other client records.
- Compile, validate, and file client documentation in accordance with regulatory standards.
- Assist in the preparation of financial plans and review reports by gathering necessary data and documentation.
- Liaise with product providers, such as investment companies and insurance firms, to obtain policy details and update records.
- Ensure all client records and interactions are compliant with industry regulations.
- Keep informed on current financial services regulations and company policies to assist with adherence.
- Handle incoming and outgoing mail, maintain office supplies, and support other administrative tasks as needed.
- Assist in organizing internal meetings and training sessions for the financial planning team.
This is a remote role, with the opportunity to visit the offices in Southampton and London on an ad-hoc basis.
