Financial Planning Administrator - Hickstead

We are looking for a Financial Planning Administrator to join our clients team based near Hickstead. 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.

If you are interested in applying for this role, then please send a copy of your CV to josie@artemisrecruitment.co.uk

Financial Planning Administrator - Hickstead

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