Financial Planning Administrator
NJR are currently working with a market leading Wealth Management consultancy. Our Client has built up and maintained an excellent reputation within the market and now due to a result of their ongoing growth and success an excellent opportunity for a Financial Planning Administrator is available.
Working in the Birmingham offer and offering a first first-class client experience the successful candidate will be responsible for New Business processing in relation to all Products including Mortgages, Pensions & Investments. You will also ensure that suitability templates are up to date in line with changes in legislation/allowance. Whilst being the first point of contact for all clients, daily duties will be varied and include;
Report writing / preparing client financial planning reports and fund switch/review reports
Complete research including performance/charges information/illustrations
Complete relevant tax calculations i.e. CGT/IHT/Chargeable events
Due Diligence and Central Research records maintained for business and kept up to date
Some new business processing
Valuations issued to clients
Obtaining illustrations/research - using Exchange/Exweb, O&M
Client liaison by phone and some face to face
Preparing client files and reviews for advisers/appointments
Review preparations including valuation reports
The successful candidate will need to have previous experience working as a Financial Planning Administrator - with knowledge of Platform/Wrap use and back office systems. Those who are working towards the Diploma in Financial Planning or who has the desire to become qualified are of high interest.
Our client is looking for a Self motivated, career minded, enthusiastic and positive but meticulous individual, who is able to work as part of a team and have a flexible approach.
For more information please contact one of specialist consultant quoting REF: NJR6858