Financial Planning Administrator

Our client is a very well respected Chartered Financial Planning firm in Alderley Edge, they are currently recruiting an experienced IFA Administrator to deal with day-to-day administration involved in servicing clients and writing new business.

A large and very important part of this role is to ensure that electronic records are immaculate and up to date, which allows our client to deliver a first-class financial planning service to clients.

The IFA Administrator will work closely with a financial planner and paraplanner to service a defined client bank.

Principal Accountabilities / Main Responsibilities

The job role is varied but the principal responsibilities are as follows:

• Ensure that all company processes are adhered to.

• Ensure that all communications are recorded and indexed in the document management system (SharePoint)

• Ensure immaculate and up-to-date records on the back-office system (Curo)

• Manage and maintain a task list within Curo and Outlook. Thorough notes added to track progress.

• New business processing, completing forms and submitting to financial product providers.

• Producing valuations

• Production of Annual Planning Meeting (APM) preparation pack.

• General administration and processing.

• Ask if not certain about anything – accuracy is crucial, so it’s better to take more time

Knowledge & experience Ability to demonstrate ownership & independence in previous roles Ability to manage own workload and prioritise work effectively Experience of Curo and SharePoint desirable Experience of dealing with demanding clients. Administration experience

Skills

Ability to read, digest, assimilate information and prioritise

Eye for detail and accuracy Excellent verbal and written communication skills Monitoring, evaluating, and reporting

Excellent IT skills, particularly Outlook, Word & Excel

Able to work within a defined business process

Able to work under pressure on occasions to achieve deadlines whilst ensuring quality of work remains at the highest standard

Act honestly and with integrity in accordance with the legal and business

requirements as set out by the Company

Work within the limits of your current competence and know when to request