Financial Planning Administrator

Reed Insurance
22 Apr 2017
22 May 2017
Contract Type
Full Time
A leading IFA is recruiting for a Financial Planning Administrator to work in a very sucsessful office based in Guildford. This role is come about due to business growth and we are looking to speak to potiential candidates as soon as possible.

The main areas of responsilbilites are:

• Maintenance of Adviser Office ensuring that all event lists and tasks are carried out and completed in line with company policy and procedures
• Process all Business as directed by the Manager – Client Services in a structured way
• Assess clients file documentation in accordance with compliance requirements
• Identify any remedial action that may be required and ensure that the documentation is returned to the Adviser
• Accurate time recording to note billable time for invoicing
• Coordinate billing of fees with Wealth Adviser
• Request policy information from product providers/3rd Party/ via email/fax/telephone
• Coordinate and Produce client valuations
• Ensure all activities are timely, compliant and conducted in a manner that will meet the set administration standards
• Develop and maintain effective relationships with clients, colleagues and 3rd party’s
• Ensure compliance documentation requirements are met, including completing breach registers
• Prioritisation of workload
• Discuss any compliance and quality issues with Adviser & or Compliance Department
• Any other tasks as and when required

for this role we are looking to speak to candidate that have carried out a similar role and have covered the following areas...
• Anti Money Laundering legislation
• Excellent standard of education, degree qualified or equivalent preferable, with a desire for further development and to undertake relevant examinations
CF1 or equivalent or working towards
CF2/5 or equivalent or working towards
• IT literate
• Organisation and attention to detail
• Effective interpersonal skills
• Proven experience in an IFA Environment is essential
• Proven track record in client/customer satisfaction

Reed Specialist Recruitment Limited is an employment agency and employment business