Financial Planning Administrator

Financial Planning Administrator focuses on provide financial advisers will full administrative support.

What the role involves

• Provide financial advisers will full administrative support.
• Preparing client packs for annual reviews and ad-hoc meetings.
• Preparing recommendation reports, including any applications and additional documentation.
• Processing new and existing business.
• Types of business include General Investment Accounts, ISAs, Bonds, Trusts, SIPPs.
• Dealing with providers such as Transact, Standard Life, Aviva, Canada Life and more.

Skills and requirements

• Experience working in an administrative capacity.
• Excellent verbal communication skills – telephone and written word.
• Confident using all programmes such as Word, Excel and Outlook.

Candidate fit

• Be assigned your own bank of clients while working closely with the advisers.