Job Description
Senior Financial Planning Administrator Central London / Hybrid My client is a specialist organisation that offers exceptional financial planning for medical professionals. Their advisers are committed to excellence and have a deep understanding of the financial matters important to their clients, gained from decades of working with practitioners, senior hospital management and the NHS Pensions Agency. They are widely referred to as the ‘go-to’ company for retirement planning for doctors across the UK. They provide impartial advice whether you work within the NHS, private sector, independent sector or a combination of all three. They are now looking for a Senior Administrator to join their Client Services Team. This role is at the heart of the company and interacts with everyone in some capacity. The Client Services Administrator coordinates and delivers key administration across the full lifecycle of client acquisition and management. Career prospects are flexible. We welcome candidates with aspirations to become a Paraplanner or Financial Adviser in the future; although this is not a pre-requisite and other career paths are supported. Responsibilities: Locating, extracting and collating all information regarding financial arrangements from third parties and providers, accurately and quickly. Ensuring all documentation is complete and up to date, including engagement documents, application forms, and anti-money laundering documents. Dealing with incoming documentation. Processing client monies received. Supporting clients to use the client portal. Ensuring a painless client onboarding process. Preparing meeting packs. Sending & tracking various DocuSign documents. Preparing forms for new and existing clients. Processing applications for clients. Handling incoming calls from clients and addressing queries directly where possible. Greeting clients when they visit the office as part of the 'Front of House' experience. Experience: Minimum 3 years' experience in a similar position. Prior experience in the Financial Advice profession or similar. Experience using CURO or Transact platform is a major advantage (training is provided). Progression in Certificate or Diploma in Financial Planning is desirable but not essential to the role.
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Senior Financial Planning Administrator Central London / Hybrid My client is a specialist organisation that offers exceptional financial planning for medical professionals. Their advisers are committed to excellence and have a deep understanding of the financial matters important to their clients, gained from decades of working with practitioners, senior hospital management and the NHS Pensions Agency. They are widely referred to as the ‘go-to’ company for retirement planning for doctors across the UK. They provide impartial advice whether you work within the NHS, private sector, independent sector or a combination of all three. They are now looking for a Senior Administrator to join their Client Services Team. This role is at the heart of the company and interacts with everyone in some capacity. The Client Services Administrator coordinates and delivers key administration across the full lifecycle of client acquisition and management. Career prospects are flexible. We welcome candidates with aspirations to become a Paraplanner or Financial Adviser in the future; although this is not a pre-requisite and other career paths are supported. Responsibilities: Locating, extracting and collating all information regarding financial arrangements from third parties and providers, accurately and quickly. Ensuring all documentation is complete and up to date, including engagement documents, application forms, and anti-money laundering documents. Dealing with incoming documentation. Processing client monies received. Supporting clients to use the client portal. Ensuring a painless client onboarding process. Preparing meeting packs. Sending & tracking various DocuSign documents. Preparing forms for new and existing clients. Processing applications for clients. Handling incoming calls from clients and addressing queries directly where possible. Greeting clients when they visit the office as part of the 'Front of House' experience. Experience: Minimum 3 years' experience in a similar position. Prior experience in the Financial Advice profession or similar. Experience using CURO or Transact platform is a major advantage (training is provided). Progression in Certificate or Diploma in Financial Planning is desirable but not essential to the role.
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