Financial Planning Administrator

The Company: A highly reputable, wholly independent financial planning firm who sit at the forefront of UHNW private client advice who are looking to bring in an experienced, private wealth focused Financial Planning Administrator to their expanding back-office support team. The firm works closely with clients to create bespoke strategies to preserve and grow wealth, focusing on long-term financial goals and tailored family planning advice.Office Location: Central LeedsWorking Setup: Office-basedPackage: £32-34k base DOE + superb annual bonuses and full company benefitsBenefits: 24 days holiday plus stats, pension, 4xDIS and PMIBonus: Discretionary - Paid annuallyThe Role: Sitting alongside a team of highly consultative, technical administrators the remit is focused on working alongside two very high performing Financial Planners. Duties include:On boarding new clients to the business, ensuring the new client file is fully compliantAdding new client information to Intelligent Office back-office systemChecking that all compliance paperwork and anti-money laundering procedures have been satisfied and recordedPreparation/Implementation of advicePrepare 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 using Intelligent Office and associated service case workflows to track through to issue ..... full job details .....