Financial Planning Administrator

Front Row Recruitment • Permanent • Birmingham, West Midlands, England, United Kingdom • £30k - £36k / year • 2d ago

My client is a leading name in the UK Financial Services and Investment Management sectors, and they currently seek an experienced Financial Planning Administrator to join their Birmingham team - duties will include:

Acting as a first point of contact for clients and product providers
Preparing meeting packs and client engagement letters for new clients
Assisting financial planners with new business submissions
Working with the Financial Planners to produce annual reviews for clients
Use of provider systems to generate valuations
Ensuring that new business is processed efficiently
Completing anti money laundering checks on clients
Submit letters of authority to providers
Assisting the paraplanning team with client reviews

You will possess 2 years plus experience in a similar support role within the financial services sector - ideally from an IFA although experience from a provider will be considered. You will have excellent administration, communication and organisation skills along with a keen eye for detail and the ability to prioritise your workload. Good all-round knowledge of financial service products and compliance is also important.

This is a great opportunity to join one of the UK's most respected financial service / investment institutions offering a friendly working environment and a generous remuneration package.

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