Financial Planning Administrator

Skills Direct Ltd
16 May 2018
15 Jun 2018
Contract Type
Full Time
Experienced Financial Planning Administrator required to join a Wiltshire based Financial management company. Full job spec below -

Qualities required

*Good financial services industry experience and knowledge of products, providers and platform solutions
*Excellent organisation and communication skills
*Effective relationship building, delivering efficient client services
*Effective time management, prioritising and proactive responsibility for own workload in accordance with company procedures
*Reporting consistently and accurately
*Excellent attention to detail and accuracy
*Ability to take initiative, problem solve and develop solutions
*Good IT skills - Intelliflo experience would be beneficial
*Compliance and regulatory awareness.

Core Duties and Responsibilities

*Provide a high standard of administration and support to the Financial Planners and Owner and work with outsourced Paraplanner, to maintain and manage client records, prepare valuations and issue communication in various formats. Current systems used are Intelliflo, and various Wrap Platforms including Standard Life, Aviva, etc.
*Ensure that all records are maintained in a compliant manner
*The role will involve promoting the company's services in a professional and FCA compliant manner
*Working in collaboration with the Financial Planner, you will deal effectively with the general running of the office and systems
*You will record any client communications (whether that communication is written, oral or electronic) including client-related communications with third parties
*Maintain and prioritise your own workload in accordance with the company's requirements
*Ensure that New Business is processed within a timely manner and records updated accordingly
*Ensure all processes are followed, suggestions for improvements are welcomed to ensure everyone works efficiently
*Promote a paperless office at all times, including dealing with post on a day to day basis and on client reviews.


*Prepare client portfolio valuations
*Input and maintain client data on Intelliflo
*Ensure client information on Intelliflo is up to date and accurate
*Process new business, check application forms and send to relevant third parties
*Maintain diary system to chase progress of applications; alerting the Financial Planner to any issues arising
*Type up meeting notes for the Financial Planner
*Print and bind reports.

General Office Duties

*Answer incoming calls, taking relevant notes and passing on in a timely fashion
*Continuously look to improve systems and processes, letters and communications where possible
*Have input into company process reviews
*Keep up to date with industry news and developments
*Contribute at meetings and attend training sessions as appropriate.

Hours of work; Monday - Friday 0900-1700, however, can be flexible.

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