Our client, a Wealth Management company based in the West End are looking to hire a Financial Planning Administrator to join a newly created department.

Main responsibilities will include;

• Acting as the point of contact between advisers, clients and third-party product providers
• Building strong relationships with clients
• Organising client meetings
• Support and assistance for advisers
• Establishing and maintaining electronic client files
• Submitting letters of authority, obtaining information from providers and maintaining accurate records
• Preparing valuations, reports and other material for client meetings
• Processing new business applications and tracking business to completion
• Producing client invoices and recording fees
• General correspondence and administration
• Dealing with a variety of client queries
• Such other tasks and projects as may reasonably be required

To be considered for this position, ideal candidates must have the following experience/skills;

• 2 Years' experience in a Financial Planning or IFA business
• An understanding of the Financial Planning process
• Experience dealing with a variety of life, pension and investment products and providers
• Experience using Financial Planning software and CRM systems, preferably Intelliflo
• Proficiency in Microsoft Office, particularly Word and Excel
• Clear and accurate spoken and written communication skills
• Excellent telephone manner
• Ability to work individually and as part of a team