Financial Planning Administrator

Location

St Albans, Hertfordshire | United Kingdom

Job description

Experienced IFA Administrator required. Whether you have two years industry experience or have spent a whole career in financial planning administration, we want to hear from you! We are looking to hire two people and we can tailor each role to suit your background and knowledge.

Are you the friendly and professional person we are looking for to be the important point of contact for a select group or our clients?

Would you like to work in St Albans for an established Chartered Financial Planning firm with a great reputation?

This is a superb opportunity to take on a key role within our respected financial advising business. We work for both individuals and companies, the work is extremely varied, and you will be given lots of responsibility. You will have every opportunity to use the skills you have gained in your financial planning career to date as well as learning plenty of new ones.

The role

Working alongside our Financial Planners you will be taking full responsibility for the preparation and maintenance of a select group of clients. You will be preparing and implementing recommendations and financial plans (including cash flow forecasts) and carrying out ongoing reviews of client affairs.

• Prepare client documentation and correspondence for meetings.
• Ensure all work is followed up promptly in line with company standards.
• Liaise with product providers to ensure timely and accurate responses to clients.
• Maintain accurate client records on back-office systems, platforms, and any other IT systems.
• Send Letters of Authority, obtain illustrations, produce portfolio valuations, and gather accurate information.
• Ensure fund switches / rebalances / top ups / withdrawals are carried out accurately and within company timescales.
• Prepare and coordinate review documentation, including financial plan and portfolio reviews as per the Annual Review Process.
• Review investment portfolios, asset allocations, risk profiles etc.
• Attend client meetings when required.
• Preparation of Review Suitability letters.

Essential skills

We are looking for someone who has gained at least a couple of years experience in a financial planning environment and at least a years experience working as an administrator.

• Highly organised, methodical, and disciplined.
• Able to work independently and prioritise and plan your workload.
• Able to work within defined business processes with excellent attention to detail.
• Able to communicate effectively in verbal and written form.
• Shows initiative and takes personal responsibility for completing tasks.
• Have a positive attitude, willing to assist others when busy.
• Able to work under pressure on occasions to achieve deadlines.
• Intelligent Office back-office system experience would be highly desirable.
• Experience of Dynamic Planner, Financial Express, Cashcalc, Transact and Aegon Retirement Choices desired.

About the company

TISCO Financial Planning Limited is an established firm of chartered financial planners and employee benefits consultants providing independent financial advice to UK individuals, businesses, and employees of those businesses.

We provide financial advice to a wide range of individuals on a private client basis. This includes investments, portfolio creation and wealth management, mortgage advice and retirement planning advice.

TISCO also provide advice to UK employers on employee benefits and other workplace benefits, including most types of workplace pension schemes, pension auto-enrolment and NEST pensions and the alternatives. Our corporate clients range in size from 5 to 8000 employees and we provide specialist financial advice and strategy to directors and employees.

We are based in St Albans, Hertfordshire and advise clients throughout the London the South East and the rest of the UK.

Further information

We are using advertising recruiters Recruitment Rebellion Limited to assist us with this vacancy.

Adverts run for up to 40 days and we encourage applications during this period. The interviewing process can start at any time and adverts can be ended early if a suitable candidate is found.

Our application process is designed to be fair, straightforward, and inclusive to engage with as many applicants as possible. If you require reasonable adjustments, please let us know.

Only shortlisted candidates will be contacted.

In order to give your application the best chance of success, please:

Check that you meet the criteria for the role.

Apply with a CV that is clear, concise, and correct.

Tailor your CV to highlight your experience and relevant achievements to the position.

Job tags

Salary

$32k per annum