Financial Planning Administrator, Altrincham

21000.00 GBP Annual
12 Jul 2017
09 Aug 2017
Contract Type
Full Time

This role is to provide dedicated, accurate and efficient sales support service for agreed Financial Planning Consultants

Primary Accountabilities

  • Providing an efficient new business processing service for the financial consultants, completing trades/fund switches and liaising with product providers and ensuring that new business is set up correctly and in a timely manner
  • Provide administration support with relation to valuations, transfer of servicing and client reviews to allow the sales consultants to conduct thorough and efficient client meetings
  • You will provide an effective link between the client and the consultant ensuring that both are kept up to date with all matters relating to their financial affairs
  • Ensuring that all client information is stored on the relevant system and it is updated accurately and that all compliance requirements are met
  • Preparing invoices for work completed for clients
  • Issuing original policy documents to clients where appropriate and checking that copy documents / contract notes are issued within the agreed turnaround timescale ensuring they are accurate and reflect the requirements of the client
  • Provide post meeting administration support to consultants ensuring that all work is completed within agreed timescales
  • Ensuring that any complaints (formal or informal), breaches or losses are reported to the Compliance Officer at the earliest possible opportunity
  • To undertake reasonable additional duties at the request of your Line Manager as may be required from time to time

Essential requirements

  • A basic knowledge of all products and funds falling within area of responsibility
  • Ability to build relationships with consultants and ensure an effective relationship is maintained
  • 2 years' previous experience of working for an IFA
  • Ideally hold industry qualifications such as CF1, or a desire to complete

Desirable Requirements

  • Certificate in Financial Services/Planning
  • Intermediate skills in Intelligent Office