Back to search
We are currently recruiting for a boutique Wealth Management firm near Woking who are looking to recruit a Financial Planning Administrator. This is an office based role.
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
- Presale administration completed, adding clients’ information to intelligent office database, Creating and updating Wealth Report
- Prepare and gather information e.g. LOAs and Policy information checklists
- Meeting prep undertaken and presented to adviser ready for client meetings.
- Basic report writing, to include Fund Switches, Reviews, New money etc
- Basic research undertaken, using FE, Defaqto, Cashcalc, etc
- New Business and Review Case administration, submission of applications to providers, online and complete manual application forms, ensure case is in force as soon as possible.
- Prepare and maintain client files, including meeting compliance standards
- Assist specialist paraplanner with investment strategy administration where required.
- Assist with general administration duties when colleagues are absent.
Qualifications Essential:
- Minimum of 12 months - 2 years’ experience in a Financial Planning Advisers environment
- GCSE English & Math’s (C or above)
- Understand the financial planning process
- Excellent written and communication skills
- Analytical and ability to interpret data
- Meticulous attention to detail
- Happy to work independently and as part of a team
- Ability to prioritise and plan own workload Desired:
