Financial Planning Administrator

Overview

• The accurate processing of all New Business Submissions, working with platforms and providers to ensure client applications and requests are concluded.
• Input and maintain new business data in client management systems on a timely basis so that client records are accurate, up-to-date and contain relevant information reflecting the true state and progress of work undertaken.
• Processing fund switches and claims for clients.
• General administration support to the wider Financial Planning team to assist with meeting preparation and client enquiries.
• Maintain CRM system to keep Financial Planners updated throughout the processing of business in accordance with Service Level Agreements.
• The onboarding and offboarding of clients, including updating CRM, informing providers, adding, or removing fees.
• Support with Financial Planning Associates with MIFID statements as required.
• Continuously review own and team’s workflows and processes and offer support to other colleagues where appropriate.
• In coordination with other members of the team, ensure that all housekeeping is maintained up to date to enable the smooth and efficient running of the department.

• Experience in Financial Services
• Experience working with platforms and providers, such as Abrdn, Aviva and AJ Bell.
• Minimum of 5 GCSEs graded A-B, or equivalent, including Maths and English
• Previous experience supporting a Financial Advisor
• Good organisational, time management skills and effective caseload management
• Ability to work well under pressure while maintaining excellent attention to detail
• Ability to work on own initiative, sometimes for long periods of time
• Professional, ethical, and discreet

• data processing
• client management
• fund processing
• claims processing
• workflow review
• caseload management
• MIFID statements

• organizational skills
• time management
• attention to detail
• initiative
• professionalism
• discretion
• ability to work under pressure

• GCSEs graded A-B
• equivalent qualifications