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The Company
Our client is a highly successful and entrepreneurial Investment Management firm with exciting growth prospects.
The Role
Our client is looking for an experienced Senior Financial Planning Administrator able to provide a high level of administrative support to the Wealth Planning Team.
The Senior Financial Planning Administrator will assist the Administration Manager, Planners and Paraplanners , undertake financial reconciliations and reporting tasks, and provide training and mentorship to less experienced members of the team.
The Senior Financial Planning Administrator will be responsible for client data input and client record maintenance.
The Senior Financial Planning Administrator will maintain a daily activity diary via Intelligent Office and maintain it’s database to include supervisor access, fund updates, template set up.
The Senior Financial Planning Administrator will follow up on information requests to life /investment companies and will issue LOA’s to providers and request information.
The Senior Financial Planning Administrator will provide a summary of information in template format for Paraplanners to prepare recommendation reports and will be a liaison with clients and life companies.
The Senior Financial Planning Administrator will produce valuations from Figaro, arrange stock transfers, and submit and process new business adhering to compliance requirements.
The Candidate
2-3 years solid experience in financial planning administration with an understanding of financial product providers, types of wealth planning products and technical knowledge of financial services products
Wealth planning market awareness – essential
Intellilfo back office system – desirable
Good telephone manner and able to communicate confidently
Knowledge of Voyant, Finametrica – advantageous