Financial Planning Administrator

Brevere Group
Weston-Super-Mare, UK
15 Sep 2019
28 Sep 2019
Contract Type
Full Time
Due to continued success in providing fee based advice to HNW clients, this successful IFA practice requires a professional and proactive Financial Services Administrator to provide holistic support to the IFAs and Paraplanners.

You will act as the initial point of contact for client queries as well as liaising with product providers managing and developing the administration and review process to ensure a first class service is provided to internal and external parties, your work will cover Investment, Pension and Protection planning.

The successful candidate will have in depth knowledge and understanding of the Financial Planning process; preferably have experience using Advisor Office, ideally gained within an IFA practice.

Duties for this role will include:
  • Ensure that all business documentation is processed accurately and efficiently, and in a compliant manner to the firm's standards.
  • Ensure all supporting documentation is maintained as per company procedures.
  • Record fees.
  • Produce Client Invoices
  • Ensure all work is followed up promptly in line with company standards.
  • Liaise with product providers to ensure timely and accurate responses to clients (progress chasing).
  • Send letters of authority and gather accurate information.
  • Ensure that all information requested via Loa has been received and entered into correct format for the Paraplanner to work with.
  • Produce weekly Pipeline figures for Advisers
  • Client Servicing
  • Provide friendly and professional point of contact for clients and enquiries.
  • Create and maintain accurate client records on back office systems, platforms and any other IT systems e.g AO.
  • Prepare client documentation and correspondence pre and post meetings as per business processes.
  • Ensure action points resulting from client meetings get diarised and actioned.
  • Ensure that relevant service standards are delivered throughout the year.
  • Reviews
  • Organise Prime client review meetings as per Annual Review Process.
  • Prepare client review documentation as per the Annual Review Process.
  • Support FPs in delivery of reviews.
  • Assist in implementation of agreed action points.

This is an excellent role within a forward thinking and innovative firm who are continually looking to improve and develop the services which they offer to their clients. In return, you will receive a generous basic package and the support to develop your skills and further your career.

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