Financial Administrator

Financial-Administrator

Winnersh

-30,00035,000

Full-time-37.5-hours

My-client-is-seeking-a-Financial-Administrator-based-in-Winnersh.-You-would-be-responsible-for-dealing-with-queries-from-clients,-ensuring-all-communication-is-accurately-recorded-and-organising-financial-planning-annual-reviews-with-clients-on-behalf-of-the-Financial-Advisors.-The-ideal-candidate-will-have-experience-working-within-Financial-Services/Planning-and-working-alongisde-Financial-Advisors.

Duties

Quickly-and-effectively-deal-with-queries-from-clients-through-clear-and-thorough-communication.

Ensure-all-written-and-electronic-client-communication-are-accurately-recorded-and-maintained-to-Intelliflo-(iO).

Collect,-collate,-and-record-client-policy-information-and-critical-data-in-accordance-with-the-principles-of-KYC.

Obtain-policy-information,-quotes,-illustrations,-and-product-details.

New-client-on-boarding-from-initial-contact-until-funds-are-invested.

Process-and-submit-new-business-to-providers-and-ensure-applications-are-completed-efficiently.

Placing-investment-trades,-fund-switches,-and-on-occasion,-conducting-peer-reviews-on-fund-switches-instructed-by-colleagues.

Organising-financial-planning-annual-reviews-with-clients-on-behalf-of-the-Financial-Adviser.

Prepare-documentation-for-initial-client-meetings-and-annual-financial-reviews,-including-product-literature,-illustrations,-provider-forms-and-client-agreements.

Be-proficient-sending-critical-client-data-by-DocuSign-and-other-electronic-methods.

Create,-schedule,-and-manage-follow-up-tasks-relating-to-client-meetings,-ad-hoc-requests,-and-new-business-submissions-on-iO.

Assist-and-work-collaboratively-with-other-members-of-the-Administration-and-Paraplanning-team.

Experience-&-Qualifications

Experience-within-an-IFA-related/Pensions-or-Investments-financial-services-industry.

Experience-using-iO-is-desired,-but-not-essential.

Knowledge-of-investments,-pensions,-and-family-wealth-planning.

Excellent-written-and-verbal-communication-skills-are-essential.

Understanding-the-needs-of-the-businesses-Financial-Advisers-as-well-as-FCA-rules-and-requirements.