Job Description

Our client is a leading wealth manager, due to growth an opportunity has arisen for a experienced Financial Planning Administrator. Key responsible will include assisting with the processing of new business activities, liaison with client facing staff across advice and Product Providers.

Main duties

• Process new business from proposal to policy issue, including any cash handling and production of fees.
• Process amendments for existing clients.
• Accurately load new and maintain existing client data on FP Administration System.
• Maintain a regular diary system to enable the efficient tracking of all work flow items.
• Ensure accurate records are maintained detailing the progress of work flow items including saving all documents to client records.
• Assist with the production and issue of client valuations.
• Collate & Submit monthly statistical data as agreed with department manager.
• Undertake other such tasks as directed to assist with the smooth running of the department

PLEASE SEE OUR PRIVACY STATEMENT

Consultant Details

Job Summary