Opportunity Description
Due to an internal promotion and growth my client, an established and highly regarded Chartered Financial Planning practice, currently seek an experience Financial Planning Administrator to support a talented Financial Planner on a one to one basis who primarily operates in the HNW field.
Key Responsibilities
* Coordinate and manage client review processes, including scheduling, documentation gathering, and preparation
* Maintain accurate and up-to-date client records and financial information within back-office systems
* Support the adviser with the delivery of regulated financial advice, ensuring documentation is complete and compliant
* Manage new business processing, proactively progressing cases and chasing providers
* Liaise with pension providers, platforms, and third parties to obtain updates and information
* Support activities such as letters of authority, fund switches, top-ups, withdrawals, and ongoing servicing
Key Responsibilities
* Coordinate and manage client review processes, including scheduling, documentation gathering, and preparation
* Maintain accurate and up-to-date client records and financial information within back-office systems
* Support the adviser with the delivery of regulated financial advice, ensuring documentation is complete and compliant
* Manage new business processing, proactively progressing cases and chasing providers
* Liaise with pension providers, platforms, and third parties to obtain updates and information
* Support activities such as letters of authority, fund switches, top-ups, withdrawals, and ongoing servicing
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