Financial Planning Administrator

Recruiter
NJR Recruitment
Location
Solihull, UK
Salary
Competitive
Posted
09 Aug 2019
Closes
17 Sep 2019
Ref
1231172267
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
Financial Planning AdministratorSolihull £20,000-£25,000
Our client, a small firm of Chartered Financial Planners who offer a personable and bespoke service to their ever growing Client bank, now have an excellent opportunity for an experienced Financial Planning Administrator to join their dynamic business.
The successful candidate will be working out of their offices in Solihull and will be responsible for providing holistic administrative support to a small team of Financial Planners In addition you will be involved in all aspects of the process, both pre and post advice, right the way through to completion including doing client research and analysis; whilst ensuring that the preparation of advice for clients (both internal and external) is of the highest quality.
Responsibilities include:
  • Preparing for client meetings, ongoing client servicing
  • Writing suitability reports, supporting documentation and research reports
  • Maintaining the Adviser Office back office system through accurate data entry and data maintenance
  • General administrative support e.g. file maintenance
  • Dealing with any technical issues arising
  • Maintaining and developing compliance systems
  • Managing and presentation of technical data
  • Assisting with any FCA related Issues
  • Researching products to support recommendations
  • Compiling financial planning reports

The successful candidate will need to have previous experience of working within the Wealth Management sector as a Administrator and would ideally suit someone with a sound working knowledge of Plum (back office system) It is expected that you will be consistently accurate in your work, be able to work on your own initiative and maintain the high level of professionalism that our clients expect.
For more information please contact one of our specialist consultants quoting REF:9413

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