Financial Planning Administrator

My client is an established and highly regarded Independent Wealth Manager who currently seek an experienced Financial Planning Administrator to join their friendly team - duties will include: Acting as a first point of contact for clients and product providers Preparing meeting packs and client engagement letters for new clients Assisting financial planners with new business submissions Working with the Financial Planners to produce annual reviews for clients Use of provider systems to generate valuations Ensuring that new business is processed efficiently Completing anti money laundering checks on clients Submit letters of authority to providers Assisting the paraplanning team with client reviews You will possess 2 years plus IFA Administration experience and be familiar with the "Intelligent Office" system.
You will have excellent administration, communication and organisation skills along with a keen eye for detail and the ability to prioritise your workload.
Good all-round knowledge of financial service products and compliance is also important.
This is a great opportunity to join a friendly, established, and respected Financial Planning / Wealth Management firm offering a flexible working environment and a generous remuneration package.