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Financial Planning Administrator

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  • Ref: JH001

My client is current looking to recruit a Financial Planning Administrator to join there Weston-super-Mare office. The purpose of the job is to support the wealth managers both in terms of new business and offering a high level of ongoing service

Financial Planning Administrator responsibilities include...

  •  Act as day-to-day point of contact for client service to resolve administrative issues
  •  Manage wealth manager’s diaries by booking meetings
  •  Help wealth manager prepare for meetings
  •  Assist Paraplanner(s) to conduct product and investment research
  •  Assist Paraplanner(s) to write suitability letters to confirm advice
  •  Help ensure files are compliant and complete
  •  Process new business and track to completion
  •  Write letters to clients and providers as appropriate
  •  Provide a high level of service to clients, including regular valuations
  •  Perform general office administration tasks, such as handling post and emails
  •  Maintain and update backoffice systems, including Wrap platform
  •  Help organise events and seminars
  •  Perform other ad-hoc tasks in the office as required

Financial Planning Administrator requirements include...

The candidate must be a self-starter, able to organise themselves without close supervision, but able to work as part of a team, particularly with the Paraplanner. The candidate should have a high level of organisational ability, combined with a keen eye for detail, able to prioritise tasks and handle large amounts of paperwork efficiently. The candidate must also have a strong preference for action and an ability to handle pressure and meet tight deadlines on occasion. In order to be successful you must have Financial Planning Certificate (FP1), CF1 or equivalent. Any further qualifications would be desirable.

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