Wealth Management Administrator - Cameron James : Job Details

This is an exciting opportunity to join an evolving firm of Chartered Financial Planners with offices in Leatherhead.

The Client Support role is an ideal opportunity for someone looking to work in a well-established and highly respected financial planning company. You will provide a high quality, administrative service to Financial Advisers whilst working collaboratively with the Client Support Team.

They are very committed to supporting personal growth and development and see this role as a progressive opportunity for an individual who wishes to pave a career path within Financial Planning.

Job Description

Support the Financial Advisers by providing full administrator support to clients. This involves compiling and generating various financial reports, using a number of analytical tools and general day to day enquiries.

Main responsibilities of the Administrator are:

• Gather information and collate sales documentation:
• Prepare illustrations, comparisons.
• Preparation & documentation of Letter of Authorities for client existing plans.
• Completion of Plan Checklists
• Assist in compilation of Suitability Reports
• Upload documents IO for compliance
• Facilitate the approval of cases which do not initially pass PFA checking and ensure papers are complete.
• When approved, submit application documentation to product providers.
• Update Intelliflo status.
• Update Database/systems.
• Ensure business issued as quickly as possible

There are long term career progression opportunities as well as ongoing qualifications and incentives.

Excellent Benefits and holiday entitlement. Salary neg.

3 days office based 2 from home hybrid if required.