Financial Planning Administrator (FTC)

Summary: As a Financial Planning Administrator, you will support a dynamic team by providing administrative assistance to advisers and clients, ensuring a seamless process throughout. Your responsibilities will include data gathering, file preparation, and client interaction, all while maintaining compliance and managing client records. This role requires strong organizational skills and effective communication to facilitate client meetings and correspondence. The position is offered on a fixed-term contract basis.

Key Responsibilities:

• File preparation for new and existing client reviews including valuation reports
• Overseeing and processing new business applications, withdrawals, drawdown and fund switches
• To ensure that files remain compliant at all times
• To maintain and update client records on our back-office system (Intelligent Office)
• To gather sufficient information on existing plans/arrangements to enable adviser to review our client's needs
• To ensure that all necessary plan information, forms and illustrations (where applicable) are available
• To structure letters to providers and clients
• Arrange client meetings and manage diaries
• General client servicing (e.g. Chasing LOA's, address changes, liaising with product providers and third parties etc)
• To answer telephone calls and other general administrative duties such as filing/scanning/post
• Meet and greet clients for face-to-face appointments
• Perform role always ensuring adherence to the expected behaviours stated in the FCA Conduct Rules

Key Skills:

• Experience providing administrative support to advisers within a wealth management organisation
• Proficient with Microsoft Excel, Word and Outlook
• Demonstrable pensions and investment product knowledge
• Excellent communication skills both verbal and written
• Prioritise and plan own workload, with an ability to effectively manage own time and achieve strict time scales
• Working towards the CII Level 4 qualification desirable
• A knowledge of Intelligent Office desirable

Salary (Rate): undetermined

City: Nuneaton

Country: United Kingdom

Working Arrangements: undetermined

IR35 Status: undetermined

Seniority Level: undetermined

Industry: Other