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.