My client is a leading name in the UK Financial Services and Investment Management sectors, and they currently seek an experienced Financial Planning Administrator to join their Birminghamteam – duties will include:
- Acting as a first point of contact for clients and product providers
- Preparing meeting packs and client engagement letters for new clients
- Assisting financial planners with new business submissions
- Working with the Financial Planners to produce annual reviews for clients
- Use of provider systems to generate valuations
- Ensuring that new business is processed efficiently
- Completing anti money laundering checks on clients
- Submit letters of authority to providers
- Assisting the paraplanning team with client reviews
You will possess 2 years plus experience in a similar support role within the financial services sector – ideally from an IFA although experience from a provider will be considered. You will have excellent administration, communication and organisation skills along with a keen eye for detail and the ability to prioritise your workload. Good all-round knowledge of financial service products and compliance is also important.
This is a great opportunity to join one of the UK’s most respected financial service / investment institutions offering a friendly working environment and a generous remuneration package.
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