Financial Planning Administrator

The Company: A small, family-feel, York-based Chartered IFA business are looking to recruit an industry experienced Financial Planning Administrator who has ideally come from a small IFA business type background; where 1 to 1 support has always been prevalent. This role/remit offers and extremely flexible working setup that will suit a career Administrator who wants that relaxed, team focused working environment that sits far away from the corporate world. Head Office Location: YorkWorking Setup: Hybrid but flexible - Generally 2-days office and 3-days WFHPackage: £32-35k base DOE + bonus and company benefitsBonus: Discretionary - Paid annuallyHolidays: 25-days + statsThe Role: You will have day to day responsibility for client administration and will be expected to provide support for key areas of the financial planning process which include:On boarding new clients to the business, ensuring the new client file is fully compliantAdding new client information to back-office systemChecking that all compliance paperwork and anti-money laundering procedures have been satisfied and recordedAdding plan/investment information Preparation/Implementation of advice which includes:Prepare cost and charges disclosure documentsObtain illustrationsPreparing application forms (both online and paper)Print/save Factsheets and KIIDs and provide any other pre advice paperwork to accompany advice letters/emailsProcessing new business and associated service case workflows to track through to ..... full job details .....