Financial Planning Administrator - Review Team

Financial Planning Administrator - Review TeamCheadle, CheshireUp to £30,000 plus bonus and benefitsOne day per week from home after three monthsJob AdvertMBF Recruitment is currently working with an established firm of Chartered Financial Planners to recruit a Financial Planning Administrator for its dedicated Review Team in Cheadle.This is different from a traditional IFA administration position. The role focuses on preparing client review reports, gathering information from investment platforms, completing performance analysis and producing cashflow forecasts.It would suit someone with previous Financial Planning, wealth management or IFA experience who enjoys accurate, detailed work and wants to build a long-term career as an administration specialist.The company is not necessarily looking for someone who sees administration as a short-term route into paraplanning or financial advice. Support is available for relevant professional qualifications, but experienced career administrators are equally recognised and valued.The roleYour responsibilities will include:Preparing client review reports using Dynamic Planner and Microsoft PowerPointGathering valuations, performance data and supporting information from multiple investment platformsMaintaining accurate client records and managing review activity through Intelliflo OfficeUsing FE Analytics to support investment research and performance analysisProducing cashflow forecasts and financial planning scenariosReviewing client ..... full job details .....