We are working with a fantastic wealth management firm in Chester to recruit a Financial Planning Administrator to join their team.
Client Details
The role will be supporting the front office, Investment Managers and Financial Planners in an administrative function.
Description
On a day to day basis, you will be play a key role in a team providing support for other senior colleagues dealing with various tasks to ensure the smooth running of the team. Day to day responsibilities include:
Processing all new client documentation and amendments
Monitoring of transfers of assets/cash
ISA subscriptions and transfers
Processing of client payments
Administering of client accounts
Ensuring client details and reviews are recorded correctly on systems
General record keeping and filing
New business and account administration
Responsible for corporate actions
Preparing for client meetings and producing client advice review documents
Liaising with stakeholders internally and third party providersProfile
The successful Financial Planning Administrator must have:
Similar experience in an IFA / financial planning firm
Strong administration skills with a high level of attention to detail and accuracy
Ideally have worked in a financial services environment
Good knowledge of Excel and other Microsoft packages
Strong communication skills
Strong organisational skills and able to work to deadlines
Flexible and willing to support junior/senior members of the team
Strong desire to learn and progressJob Offer
The successful applicant for the Financial Planning Administrator role will get:
£(phone number removed)
25 days holiday plus bank holidays
Study support for relevant professional qualifications
Excellent pension contribution
Healthcare
Hybrid working
And many more