TheCompany: Awellrespectedandprofessionalfinancialplanningfirm based in Hove withambitiousgrowthplans. TheRole: TheFinancialPlanningAdministratorwillbeakeymemberoftheteamandwillbeinvolvedinallaspectsofclientserviceadministrationandFinancialPlanningsupporttoagrowingteamofFinancialPlannersandParaplanners. TheFinancialPlanningAdministratorwillandscheduleandco-ordinateclientmeetingsandwillsupportcompliantnewbusinesssubmissionsbycompletinganddistributingallrelevantinternalandexternaldocumentation;activelymanagingtheprogressofsuchsubmissionsandensuringtheCRMsystemisupdatedcorrectly. TheFinancialPlanningAdministratorwillactastheprimaryinterfaceforclientqueriesfrombothinternalandexternalclientstogetherwiththirdpartyprovidersandworkwithavariedclientbaseincludingindividualclients,trust,CourtofProtectionclientsandPowerofAttorneys. TheFinancialPlanningAdministratorwillberesponsibleforthepreparationofclientreviewreports,issuingFinancialPlanningrecommendationreportsandprocessingwithdrawalrequests. Liaisingwiththirdpartiesregardinglettersofauthority;requestingpolicyinformation,fundswitchesandinstructingtransfersofstockand/orcash. TheCandidate FinancialServicesAdministrationexperienceideallyIFAAdministration,FinancialPlanning,WealthManagementorInvestmentManagement. Anappreciationofcomplianceandregulatoryknowledge. Experienceusingclientmanagementsystems/financialplanningtools. AbilitytouseMicrosoftWordandExcelanddemonstrateexcellentwrittenskills. Competentadministrationofinvestmentandadvisedproducts. TPBN1_UKTJ
Job Title
Financial Planning Administrator , IFA Support , Wealth Management