Wealth Client Service Administrator
IDEX Consulting
Bristol
1d ago

I am working on the search of a Financial Planning Administrator for a Bristol based HNW Chartered IFA firm, to work alongside a team of Paraplanners and Senior Financial Planner.

This is a really exciting opportunity to be part of a growing business with an powerful list of Directors and a great culture, and opportunities for progression.

Job Purpose :

To provide comprehensive support to the Financial Planners & Paraplanners in providing an excellent service to clients of the firm.

Manage the client review and new business processing.

Key Responsibilities and Accountabilities :

  • Check accuracy and completeness of new business documentation
  • Ensure that all business applications are processes accurately and efficiently, in a compliant manner to the firms standards
  • Ensure all supporting documentation is maintained as per company procedures
  • Send letters of authority, gather accurate information and pass to Paraplanner for analysis
  • Obtain illustrations and application forms
  • Portfolio valuation production
  • Ensure fund switches / rebalances are carried out accurately and within company timescales
  • Prepare packs for potential new clients
  • Provide an efficient, friendly and professional point of contact for clients and enquiries, by phone, email and in person
  • Input and maintain accurate client records on the back office system, Platform and any other IT systems e.g. cashflow and risk profiler
  • Organising client review meetings by phone, email and in person
  • Prepare client review pack including valuations and supporting paperwork
  • Support Paraplanner and Financial Planner in delivery of review
  • Implement agreed actions in coordination with the Paraplanner
  • The successful candidate will have a background within a client service administration role for an IFA practice and be working towards or want to achieve Level 4 Diploma.

    Visit the IDEX Consulting Ltd website for further opportunities. We value diversity and always provide guidance based on merit.

    Please note that the information supplied may be retained for up to 3 years for use in connection with future vacancies.

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