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Financial Planning Administrator

  • Salary: £20000.00 - £21000.00 per annum
  • Location: Norfolk
  • Sector: Administration, Financial Planning
  • Job type: Permanent
  • Date posted:
    19 Jul 2017
  • Job reference: 3186
Financial Planning Administrator

A very high quality practice that provides wealth and financial planning to private clients are looking to appoint an experienced Financial Planning Administrator. They carry an image and reputation around professionalism and trust with the clients which is paramount to the success of the business.

Key tasks

Diary management and preparation of client file, meeting notes and plan information for the Wealth Manager
Time management
Calculating portfolio performance and other analytical work
Proactive administrative support
Fund analysis
Investigating and rectifying
Working to deadlines to ensure service standards are met
Preparing application forms and instruction letters
Providing documentation to enable changes to income/withdrawals, premiums and funds to be arranged and process the requested changes
Buying and selling of funds and other investments
Arranging the set up of polices
Produce plan information on request
Attaching post/emails to client record for a complete audit trail
Sending of letters of authority regarding changes of agency and requests for information
Processing any change to client details
Accurate system updating on 1st Software of client information
Administration through Transact and other wrap providers
Process implementation
Bulk mailing
Data analysis
Contact with client by telephone, letter and email
Greeting clients and other professionals in the office
Ensuring all compliance standards and procedures are followed
Telephone cover
Other ad hoc duties as required

Please visit the IDEX Consulting Ltd website for further opportunities. If your application is successful we will contact you to discuss the opportunity in more detail within 2 working days of receiving your application. If your application is unsuccessful, the information supplied may still be retained for use in connection with future vacancies. Due to the overwhelming application response we receive through various sources, should you not hear from us within one week then please assume your application has been unsuccessful.
Our clients include: