Financial Service Administrator

Location:Farnham, Surrey
Salary:£20,000 - £30,000 per annum
Type:Permanent
Sector:Financial Services

Our Farnham based client is a Chartered Financial Planners organisation that offer a warm, friendly environment and provide a personal service based on professionalism, expert knowledge and superb client servicing.

Due to continued success an excellent opportunity has arisen for a personable, well-spoken and ambitious candidate with relevant industry experience to join the organisation. Opportunities to be trained to become a Paraplanner or advance to become a Financial Advisor are available, supported and encouraged.

Role and Responsibilities:

Financial Planning Support:

Initial Role:

  • Input clients’ details into Prestwood (company database)
  • New business admin
  • Liaise with clients for new business information, Terms of Business, tax returns etc.
  • Prepare documentation for clients’ financial planning review meetings
  • File checking for completeness
  • Liaise with product providers (e.g., for valuations, trusts, product terms)
  • Help advisers with meeting prep, new client packs, agendas etc.
  • Beginning/looking to begin to work towards diploma qualification

Developing into:

  • Attend client meetings with adviser and schedule post meeting actions.
  • Technical research
  • Do fee estimates
  • Build financial plans on Prestwood system
  • Draft simple suitability letters
  • Simple tax returns

 

Investment Proposition Support

Initial Role:

  • Support prep of investment review documents
  • Investment committee prep, note taking and implementation of actions
  • Support investment implementation and dealing
  • Support administration of RJIS platform e.g., account fee checks, quarterly adviser fee and spreadsheet.
  • Builds technical knowledge through study and ‘on the job’.

Developing into:

  • Support the investment director in making investment recommendations for clients.

 

If you have not been contacted within 5 working days, then unfortunately on this occasion your CV has not been selected.

Apply now






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    Would you like to discuss this role further?
    Speak to the 2i Team: 01483 414719
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