Senior Financial Planning Administrator

Premier Jobs UK Limited
Castle Bromwich, Birmingham
£22,000 per annum
02 Aug 2019
29 Aug 2019
Contract Type
Full Time
Are you an experienced Financial Services Administrator looking to join a growing IFA business as a Senior Client Services Executive?

The Company

This independent financial advice group has grown significantly since its inception in 2011. With over 150 years' experience combined from their Senior team, they are in a great position to continue developing the business. Due to continued business growth, they require an experienced Financial Planning Administrator to join their support team as a Senior Client Services Executive.

Senior Client Service Executive responsibilities

This role would suit an experienced Financial Planning Administrator as your focus will be on supporting their Independent Financial Advisers. Your duties may include:
  • Submitting applications and processing cases for life, investment, platform and pensions business
  • Maintain their trackers with up to date details
  • Oversee management of Annual Reviews and Portfolio Reviews that are due
  • Assist the review team with preparing annual reviews and portfolio reviews, when required
  • Check reports prepared by the review team
  • Handle complex administration enquiries and provide training / mentoring to Client Service Executives
  • Oversee and sign off platform withdrawals, fund switches and transactions

Requirements to be considered

You should be an experienced Financial Planning Administrator having worked closely with Independent Financial Advisers. Ideally, you should have:
  • Good technical knowledge and experience of assisting the client service
  • Understanding the provision of advice to clients in a compliant manner
  • Experience of using Intelligent Office
  • Knowledge of Platforms (particularly Transact, Aegon, Nucleus, Aviva, CoFunds)
  • Able to work well within a fast-paced environment and fulfil your workload
  • Be competent IT user
  • Located within close distance to their office

  • Salary of £22,000 - £31,000 pa dependent upon experience
  • Working from their busy head office
  • 35 hours per week with 9am to 5pm, Monday to Friday
  • 23 days holiday plus bank holidays
  • Ample free parking provided
  • Excellent team environment with regular group events held


Castle Bromwich

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