Financial Planning Administrator

at  Attivo Group

ESSENTIAL SKILLS AND EXPERIENCE

• Experience of Financial Services
• Experience working with platforms and providers, such as Abrdn, Aviva and AJ Bell.
• Minimum of 5 GCSEs graded A-B, or equivalent including Maths and English
• Previous experience supporting a Financial Advisor
• Good organisational, time management skills and effective caseload management
• Ability to work well under pressure while maintaining excellent attention to detail
• Ability to work on own initiative, sometimes for long periods of time
• Professional, ethical, and discreet

DESIRABLE SKILLS AND EXPERIENCE

• Diploma in Regulated Financial Planning
• Educated to a degree level would be advantageous

ABOUT THE ROLE:

As a Financial Planning Administrator, you will play a pivotal role in supporting the financial planning team to deliver a seamless client experience. This role involves providing comprehensive administrative assistance, ensuring the smooth and efficient processing of client requirements. You will be managing new business submissions, carrying out fund switches, processing claims, and liaising with platforms and providers to complete client applications and service requests promptly. The role involves inputting and maintaining client data, ensuring records are up to date, accurate, and reflective of ongoing work.
As a Financial Planning Administrator, you will also provide general administrative support, assist with meeting preparation, and handle client inquiries to enhance team efficiency and service delivery.
This role would require the successful application to work from the office for a minimum of 3 days per week.

KEY RESPONSIBILITIES INCLUDE:

• The accurate processing of all New Business Submissions working with platforms and providers to ensure client applications and requests are concluded.
• Input and maintain new business data in client management systems on a timely basis so that client records are accurate, up-to-date and contain relevant information reflecting the true state and progress of work undertaken.
• Processing fund switches and claims for clients.
• General Administration support to the wider Financial Planning team to assist with meeting preparation and client enquires.
• Maintain CRM system to keep Financial Planners updated throughout the processing of business in accordance with Service Level Agreements.
• The Onboarding and Offboarding of clients including updating CRM, informing providers, adding, or removing fees
• Support with Financial Planning Associates with MIFID statements as required.
• Continuously review own and team’s workflows and processes and offer support to other colleagues where appropriate.
• In coordination with other members of the team, ensure that all housekeeping is maintained up to date to enable the smooth and efficient running of the department.