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Financial Planning Administrator
Location:
St. Albans
Description:
Experienced IFA Administrator required. Whether you have two years industry experience or have spent a whole career in financial planning administration, we want to hear from you! We are looking to hire two people and we can tailor each role to suit your background and knowledge. Are you the friendly and professional person we are looking for to be the important point of contact for a select group or our clients? Would you like to work in St Albans for an established Chartered Financial Planning firm with a great reputation? This is a superb opportunity to take on a key role within our respected financial advising business. We work for both individuals and companies, the work is extremely varied, and you will be given lots of responsibility. You will have every opportunity to use the skills you have gained in your financial planning career to date as well as learning plenty of new ones. The role Working alongside our Financial Planners you will be taking full responsibility for the preparation and maintenance of a select group of clients. You will be preparing and implementing recommendations and financial plans (including cash flow forecasts) and carrying out ongoing reviews of client affairs. Prepare client documentation and correspondence for meetings. Ensure all work is followed up promptly in line with company standards. Liaise with product providers to ensure timely and accurate responses to clients. Maintain accurate client records on back-office systems, platforms, and any other IT systems. Send Letters of Authority, obtain illustrations, produce portfolio valuations, and gather accurate information. Ensure fund switches / rebalances / top ups / withdrawals are carried out accurately and within company timescales. Prepare and coordinate review documentation, including financial plan and portfolio reviews as per the Annual Review Process. Review investment portfolios, asset allocations, risk profiles etc. Attend client meetings. Visit ListedBuy for more information.
Company:
Recruitment Rebellion
Posted:
March 2 on ListedBuy
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More About this Listing: Financial Planning Administrator
Financial Planning Administrator is a Clerical Administrator Job at Recruitment Rebellion located in United States. Find other listings like Financial Planning Administrator by searching Oodle for Clerical Administrator Jobs.
Financial Planning Administrator is a Clerical Administrator Job at Recruitment Rebellion located in United States. Find other listings like Financial Planning Administrator by searching Oodle for Clerical Administrator Jobs.