24 Oct
Artemis Recruitment Consultants
Haywards Heath
Job description
Financial Planning Administrator - Haywards Heath
We are looking for a Financial Planning Administrator to join our clients team based near Haywards Heath. We are looking for an individual who has previous experience either working for a wealth management firm, or within mortgages.
Your main duties will include working alongside financial advisers and mortgage advisers to provide administrative support, along with growing and maintaining a relationship with their clients.
Our client provides plenty of career support, so if progression is something that is important to you then this could be the perfect opportunity.
Responsibilities :
- To produce client portfolio valuations from various investment providers
- To produce all quotations, application forms and fund fact sheets for the Advisor's prior to client meetings
- To process all new business applications by submitting to providers (either online or in post), updating client database, maintaining daybook records
- To produce Letters of Authority for new clients to service policies
- To produce any Letters / Forms required for switches, encashments etc.
- Ensure compliance requirements are met on all new business cases
- Weekly chasing of all new business cases
- Weekly chasing of all existing business enquiries
Experience & Qualifications
- Ideally someone who has had exposure to the financial services sector, ideally Investments, but we will consider all areas of financial as we know most areas are transferable in skills.
- IT literate
- Numerate and literate with some knowledge various administrative process ideally Investments or financial.
- Proven ability to demonstrate precise attention to detail.
- Experienced in managing and prioritising own workload.
- Experience of MS Office inc. Excel, Word, Outlook and Teams.
- Excellent interpersonal skills.
- Excellent organisational and planning skills with the ability to multi-task.
This position will be a part-time role, ideally 3 days each week based in their office.
Apply for this job
Your Name (required) Your Email (required) Phone Number (required) CV Upload If you are happy for us to contact you in the future with regards to the products or services we provide, please opt in by ticking the box.
More information about what we do with the information that you provide in line with the General Data Protection Regulation can be found in our Privacy Policy.
- function submit form() $('#preloader').show(); $('#contact form').submit();
▶️ Financial Planning Administrator - Haywards Heath
🖊️ Artemis Recruitment Consultants
📍 Haywards Heath