Job Description

Working as Senior Financial Planning Administrator, you will be responsible for providing advanced business support to two Financial Planners, whilst maintaining the highest possible ethical and professional standards, coupled with compliance to company policies and the FCA regulations. Other duties will include, but not be limited to:

• To be proactive and able to multi-task whilst providing research, client valuations and processing new business
• A high level of organization skills required around general financial services administration
• To compile basic suitability reports from structured templates. E.g. fund switches, OEIC to ISA, and client review letters
• Preparing research, agendas, and paperwork for client review meetings
• Being responsible for following process and procedures
• To act as a liaison point for clients and providers
• To maintain and update client information, within Iress Xplan and AWS Morningstar
• Pursue personal development of skills and knowledge necessary for the effective performance of the role

Required Knowledge, Skills, and Abilities

We are seeking someone with a minimum of 4 years’ experience in a similar role within a Financial Planning practice, and you MUST have investment knowledge. You will also hold the following: Be IT literate, competent with report writing, using FS back office systems (Iris would be advantageous) and Microsoft Word & Excel. Able to interpret data and produce recommendations with supporting evidence. An excellent standard of verbal and written communications. Excellent analytical skills. Excellent organizational skills, able to work on your own. Be professional and have a positive attitude.