Wealth Client Service Administrator
IDEX Consulting
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.

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