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Financial Planning Administrator

  • Location: Melksham
  • Salary: £22,500 to £25,000
  • Type: Permanent
  • Posted: 35 days ago
  • Company: IGL Recruitment

A Financial Planning Administrator is required to join a welcoming small team based in Melksham.


Qualities required:

  • Good financial services industry experience and knowledge of products, providers and platform solutions
  • Excellent organisation and communication skills
  • Effective relationship building, delivering efficient client services
  • Effective time management, prioritising and proactive responsibility for own workload in accordance with company procedures
  • Reporting consistently and accurately
  • Excellent attention to detail and accuracy
  • Ability to take initiative, problem solve and develop solutions
  • Good IT skills - Intelliflo experience would be beneficial

Core Duties and Responsibilities:

  • Provide a high standard of administration and support to the Financial Planners and Owner and work
  • Ensure that all records are maintained in a compliant manner
  • The role will involve promoting the company's services in a professional and FCA compliant manner
  • Working in collaboration with the Financial Planner, you will deal effectively with the general running of the office and systems
  • You will record any client communications (whether that communication is written, oral or electronic) including client-related communications with third parties
  • Maintain and prioritise your own workload in accordance with the company's requirements
  • Ensure that New Business is processed within a timely manner and records updated accordingly
  • Ensure all processes are followed, suggestions for improvements are welcomed to ensure everyone works efficiently
  • Promote a paperless office at all times, including dealing with post on a day to day basis and on client reviews.

Administration:

  • Prepare client portfolio valuations
  • Input and maintain client data on Intelliflo
  • Ensure client information on Intelliflo is up to date and accurate
  • Process new business, check application forms and send to relevant third parties
  • Maintain diary system to chase progress of applications; alerting the Financial Planner to any issues arising
  • Type up meeting notes for the Financial Planner
  • Print and bind reports

General Office Duties:

  • Answer incoming calls, taking relevant notes and passing on in a timely fashion
  • Continuously look to improve systems and processes, letters and communications where possible
  • Have input into company process reviews
  • Keep up to date with industry news and developments
  • Contribute at meetings and attend training sessions as appropriate.

To apply for the role of Financial Planning Administrator, please click APPLY now and send CV.