IFA Administrator / Financial Planning Assistant

Drew Chapman Search and Selection
Edinburgh Technopole, UK
15 Jun 2019
18 Jun 2019
Contract Type
Full Time
A new requirement has arisen within a very successful and highly reputable Financial Planning organisation, who provide advice to a wide range of ultra high net worth clients, for a Trainee Financial Planning Assistant to join their team.

The main focus of the role is to support a team of experienced financial planners, by means of:
    • Acting as a first point of contact for all Clients: dealing with correspondence and phone calls
    • Managing Client relationships
    • Managing diaries and organising meetings and appointments, often controlling access to the Planner
    • Reminding the Planner of important tasks and deadlines.
    • Keeping track of work flows in Tech Admin and Paraplanning
    • Ensuring the accuracy of reports
    • Ensuring that reports are delivered to Planners and Clients on time.
    • Preparing for Client meetings, collating required information for reports from Paraplanning and Tech Admin.
    • Maintaining the accuracy of the Clients KYC record, via the firm's systems and processes
    • Maintaining procedures/administrative systems
    • Carrying out background research for new and existing Clients
    • Meeting and greeting visitors
    • Dealing with incoming email, faxes and post, within the processes as laid out by the firm.
    • Corresponding on behalf of the Planner
    • Producing valuations and any other relevant documentation for the Client and Planner
    • Arranging travel plans for the Planner
    • Attending Client meetings, and acting as note taker during the meeting
    • Ensuring the Planner is well prepared for meetings
    • Liaising with Clients, suppliers and other staff.
    • Carrying out specific projects and research

In order to be considered for this position, suitable applicants must be a strong communicator and possess a strong commitment to working within Financial Services. It is essential that suitable applicants have exposure to the Financial Services arena.

In return, you can expect a friendly and professional working environment, alongside some of the industry's best and support in achieving industry specific qualifications in addition to genuine progression opportunities.

There are genuine progression opportunities for the right candidate within this organisation to be able to move up the ranks to adviser level!

Apply today for further information!

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