Part-Time Financial Planning Administrator

Job Title: Part-Time Financial Planning Administrator
Contract Type: Permanent
Location: London
Reference: 1249775
Contact Email:
Job Published: March 01, 2022 15:01

Job Description

We are recruiting for an experienced IFA administrator to join a very successful, award winning, busy Financial Advice Practice. A fantastic opportunity for an experienced Financial services administrator looking to join a successful, busy and well-respected company with brilliant morals. You will be part of a company that has a brilliant name in the market. That offer a good salary and benefits package as well as career progression opportunities.

We are looking for someone that is extremely well organised with a very high attention to detail, that has the ability to manage a busy, varied workload with previous experience within an FCA regulated environment, ideally within a financial advice practice. You will be highly proactive. A great personality is also very important to make the most of the brilliant environment created.
Duties include, but is not restricted to:
  • Organise and diarise meetings on behalf of the Director
  • Fields calls and email queries as appropriate
  • Provide agendas and information requests prior to client meetings
  • 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
  • Liaise with product providers to ensure all applications are received and completed.
  • Assist with cash management control on client accounts (bonds, SIPPs, etc)
  • Ensure all client information (including meeting notes) is accurately maintained on internal systems
  • Run client risk tolerances and carry out anti-money laundering checks
  • Ensure client files are organised and updated, and easily accessible
The successful candidate will have:
  • 1-2 years’ experience in a relevant administration role within the independent sector of the financial services industry will be a distinct advantage, but admin experience from other sectors will be considered
  • Excellent IT skills with a good working knowledge of Excel
  • Excellent written and verbal communication skills with a high level of attention to detail
Salary is subject to experience and chosen hours
Hybrid role (home/office based)
Office based central London

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