Financial Planning Administrator Job Details
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Job Ref:
101328690
Industry: Banking, Insurance, Finance
Region/County: Unspecified
Salary: £22000/annum Up to £22K
Post Date: 02/03/2012
Job Description: Role - Financial Planning Administrator Location - Hampshire Salary - Up to £22K My client is a leading Wealth Management Advisor based in Hampshire. Specialising in providing advice for individuals and businesses in all aspects of financial planning including investments, capital growth, inheritance tax planning, income generation and maximising pension fund returns. They provide bespoke investment strategies and active fund management. They are currently seeking to recruit a high calibre Financial Planning Administrator, who will be able to make an immediate contribution to their busy team. First point of contact for our clients, dealing with general queries by phone, email or face to face. Produce relevant paperwork for the client on behalf of the Advisor, including Welcome Packs, Quotations, Valuation Reports, Fund Fact Sheets. Greet clients and make them feel welcome, offering drinks on their arrival. Responsible for new business processing including improving procedures. Responsible for Identity and Money Laundering requirements. Responsible for inputting Attitude to Risk Questionnaires and 2 yearly update system. Responsible for keeping the information up to date and accurate on our back office system Intelliflo and client files. Input of fact finds onto Intelliflo. Rebal Programme Support the Advisor, Office Manager and Paraplanner. PA duties including diary management, travel arrangements, organizing hotels and arranging meetings. Other duties will include sorting out the post, filing and ordering stationary. Being proactive and flexible in their approach to work during high volume activity or project based tasks. Skills Required: To be successful you will need to demonstrate the following skills and attributes: A proven track record gained within a life and pensions environment. Progression towards, or a willingness to study towards the Certificate/Diploma in Financial Planning (or equivalent). Candidate's experience should demonstrate stability of employment and coherent reasons for career moves. Computer literate e.g. Excel, Word, PowerPoint, Outlook. Attention to detail and a quality approach. Proven organisational and problem solving abilities. Good oral and written communication skills, with the ability to create letters and formal reports. Committed approach to work. Able to work on your own initiative and also within a team. Displays potential to grow within the role. You will need to have your own transport as you are not able to access the office via public transport. The successful candidate can expect a varied and challenging role working alongside high calibre individuals, who have already demonstrated professional success within their field and will have the opportunity to work with a diverse range of individual and corporate clientele. Unfortunately, due to the high volume of applications, we are only able to contact shortlisted candidates
Industry: Banking, Insurance, Finance
Region/County: Unspecified
Salary: £22000/annum Up to £22K
Post Date: 02/03/2012
Job Description: Role - Financial Planning Administrator Location - Hampshire Salary - Up to £22K My client is a leading Wealth Management Advisor based in Hampshire. Specialising in providing advice for individuals and businesses in all aspects of financial planning including investments, capital growth, inheritance tax planning, income generation and maximising pension fund returns. They provide bespoke investment strategies and active fund management. They are currently seeking to recruit a high calibre Financial Planning Administrator, who will be able to make an immediate contribution to their busy team. First point of contact for our clients, dealing with general queries by phone, email or face to face. Produce relevant paperwork for the client on behalf of the Advisor, including Welcome Packs, Quotations, Valuation Reports, Fund Fact Sheets. Greet clients and make them feel welcome, offering drinks on their arrival. Responsible for new business processing including improving procedures. Responsible for Identity and Money Laundering requirements. Responsible for inputting Attitude to Risk Questionnaires and 2 yearly update system. Responsible for keeping the information up to date and accurate on our back office system Intelliflo and client files. Input of fact finds onto Intelliflo. Rebal Programme Support the Advisor, Office Manager and Paraplanner. PA duties including diary management, travel arrangements, organizing hotels and arranging meetings. Other duties will include sorting out the post, filing and ordering stationary. Being proactive and flexible in their approach to work during high volume activity or project based tasks. Skills Required: To be successful you will need to demonstrate the following skills and attributes: A proven track record gained within a life and pensions environment. Progression towards, or a willingness to study towards the Certificate/Diploma in Financial Planning (or equivalent). Candidate's experience should demonstrate stability of employment and coherent reasons for career moves. Computer literate e.g. Excel, Word, PowerPoint, Outlook. Attention to detail and a quality approach. Proven organisational and problem solving abilities. Good oral and written communication skills, with the ability to create letters and formal reports. Committed approach to work. Able to work on your own initiative and also within a team. Displays potential to grow within the role. You will need to have your own transport as you are not able to access the office via public transport. The successful candidate can expect a varied and challenging role working alongside high calibre individuals, who have already demonstrated professional success within their field and will have the opportunity to work with a diverse range of individual and corporate clientele. Unfortunately, due to the high volume of applications, we are only able to contact shortlisted candidates
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