My client is looking for an experienced Financial Planning Administrator to join there growing firm. You will work closely with Paraplanners, Financial Advisers and Directors.

Duties and responsibilities will include:

• Processing new business applications across the key financial products
• Submitting transactions and trade requests including fund switches on and off Platform
• Obtaining illustrations and product literature
• Obtaining Client Portfolio Valuations
• Preparing review packs for client meetings
• Acting as a key point of contact for clients and Financial Advisers/Directors
• Liaising with products providers
• Actioning Letters of Authority
• Maintaining accurate client records

Requirements:

• IFA/Financial Planning Administration experience (Essential)
• Knowledge of Provider Platforms (Essential)
• Experience of using XPlan (or similar) CashCalc (or similar) and FE Analytics (Desirable)
• Highly organised
• Ability to work under pressure

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