Financial Planning Client Support Administrator

Job Ref: 

A leading and highly reputable Investment Management firm currently have an exciting opportunity for a Financial Planning Client Support Administrator to join their impressive city centre based offices. The successful candidate will be responsible for a number of investment administration tasks including ensuring client records are accurate and up to date, and contributing to the collating/updating Agency agreements with providers.

This is a fantastic opportunity to join a prestigious Investment Management firm which can offer a competitive salary and excellent career opportunities!

The Financial Planning Client Support Administrator will be responsible for:

  • Contributing to the testing of IT systems, processes and facilitating regular meetings with IT
  • Processing client letters of authority from providers, reviewing plan information and obtaining any missing information in a timely manner
  • Updating FPs, FPAs and CSEs with progress on data collection
  • Data gathering for the Annual Review Process and productions of the base pack assisting with the day to day management of the process
  • Operating the processes for receipt of adviser charges/commissions to ensure correct and timely client charging and the efficient income for the company and correct financial reporting collection
  • Updating FPs, FPAs and CSEs with progress on data collection

Essential Requirements are:

  • Demonstrable relevant experience within financial services
  • To actively build constructive relationships
  • Work reliably to achieve goals and link day to day activities to business objectives
  • Attention to detail and quality
  • Good analytical skills: proficient in Microsoft packages - Excel, Word, Outlook

If you are looking for an opportunity to gain experience within a highly professional wealth management company, then this is the role for you! With an excellent reputation on the Liverpool market, my client can offer a sociable working environment and outstanding career opportunities. If you think you meet the above criteria for the Financial Planning Client Support Administrator then please apply now using the link below.


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