A boutique firm of Financial Planners have recently acquired a couple of new client banks and subsequently are looking for a strong Financial Planning Administrator to join their Client Servicing team in Birmingham.
Working alongside the Advisers and Paraplanners daily responsibilities will include;
- Submission of new business applications
- Oversee management of Annual Reviews and Portfolio Reviews that are due
- Liaising with clients, solicitors, accountants, life offices, lenders and platform providers
- Handle complex administration enquiries
- Oversee and sign off Platform withdrawals / fund switches / transactions
- Obtaining quotations using research tools
- Preparation of reports and assistance with preparation of suitability reports
The ideal candidate should have knowledge and experience of investments and pension products along with experience of using a wide range of provider platforms.
In return you will have full study support as well as the ability to move into a Paraplanner or Advisory role – with full training and exam support – should the individual choose to develop their career in that direction.
This is an exciting opportunity to join an established company at its growth stage with some great career development prospects.
If you think you have the skills required and would like to apply, please submit your CV or contact Jessica Wiggins at BRUIN Financial.