Senior Financial Planning Administrator

My client is a specialist organisation that offers exceptional financial planning for medical professionals. Their advisers are committed to excellence and have a deep understanding of the financial matters important to their clients, gained from decades of working with practitioners, senior hospital management and the NHS Pensions Agency. They are widely referred to as the ‘go-to’ company for retirement planning for doctors across the UK. They provide impartial advice whether you work within the NHS, private sector, independent sector or a combination of all three. They are now looking for a Senior Administrator to join their Client Services Team.

This role is at the heart of the company and interacts with everyone in some capacity. The Client Services Administrator coordinates and delivers key administration across the full lifecycle of client acquisition and management. Career prospects are flexible. We welcome candidates with aspirations to become a Paraplanner or Financial Adviser in the future; although this is not a pre-requisite and other career paths are supported. 

Responsibilities:

• Locating, extracting and collating all information regarding to financial arrangements from third parties and providers, accurately and quickly. 
• Make sure all documentation is complete and up to date, including engagement documents, applications forms and anti-money laundering documents. 
• Dealing with incoming documentation
• Making sure client monies are received and properly processed
• Support clients to use the client portal 
• Make sure the client onboarding process is painless
• Prepare meeting packs
• Send & track various DocuSign documents 
• Prepare forms for new and existing clients
• Process applications for clients
• Deal with incoming calls from client, dealing with queries directly where possible. 
• Greeting clients when they visit the office as part of the 'Front of House' experience.

• Minimum 3 years' experience in a similar position
• Prior experience in Financial Advice profession or similar.
• Experience using CURO or Transact platform is a major advantage (training is provided). 
• Progression in Certificate or Diploma in Financial Planning is desirable but not essential to the role.