Financial Planning Administrator

Job Title: Financial Planning Administrator
Contract Type: Permanent
Location: London
Reference: 1201005
Contact Email:
Job Published: November 04, 2021 18:00

Job Description

Part time, Hybrid, working from home or Office based

To provide exceptional quality administrative support to the Private Client Director and other members of a busy and successful team. This is a demanding role assisting the team in delivering an outstanding holistic financial planning service to new and existing HNW clients, often with high expectations and complex planning needs. The part-time role will suit an experienced administrator who enjoys working autonomously in a driven and high-performing team.
An award-winning boutique wealth planner, asset manager and employee benefits specialist. Who are independent, this allows them to provide objective advice that is aligned to a client’s best interests, delivered by teams steeped in financial services knowledge and experience.
The role offers the ability to work from home but ideally you will be within 2 hours from London for ease client meetings etc.
PA and general admin duties
  • Organise and diarise meetings on behalf of the Private Client Director
  • Work with the Private Client Director to prioritise tasks
  • Fields calls and email queries as appropriate and act on all non-technical queries
  • Provide agendas and information requests prior to client meetings, if required
  • Assist with the production of management information, as required by central teams
Client servicing
  • Use appropriate systems and processes to submit new business to providers
  • Assist with the preparation of meeting packs for client meetings and Annual Suitability Reviews
  • Prepare application forms and other documents for client signing or approval
  • Liaise with product providers to ensure all applications are received and completed. Attend to outstanding requirements, keeping other members of the team informed as necessary
  • Produce accurate client portfolio valuations and statements using Intelligent Office
  • Complete and assist with trades and portfolio rebalancing, as required
  • Assist with cash management control on client accounts (bonds, SIPPs, etc)
  • Close plans correctly on Intelligent Office in a timely manner and ensure income expectations are settled, if relevant
Experience and Qualifications
The successful candidate will have:
  • 1-2 years’ experience in a relevant administration role within financial services sector
  • Experience of delivering client service at the highest level
  • Excellent IT skills with a good working knowledge of Excel
  • Excellent written and verbal communication skills with a high level of attention to detail
  • Sufficient understanding of the needs of Financial Services teams, FCA rules and compliances in order to effectively carry out the role
Hours of work: 22.5 hours per week, office hours 9am to 5.30pm.