Financial Planning Administrator

My client is a leading name in the UK Financial Services and Investment Management sectors, and they currently seek an experienced Financial Planning Administrator to join their Birmingham team - duties will include:

* Acting as a first point of contact for clients and product providers

* Preparing meeting packs and client engagement letters for new clients

* Assisting financial planners with new business submissions

* Working with the Financial Planners to produce annual reviews for clients

* Use of provider systems to generate valuations

* Ensuring that new business is processed efficiently

* Completing anti money laundering checks on clients

* Submit letters of authority to providers

* Assisting the paraplanning team with client reviews

You will possess 2 years plus experience in a similar support role within the financial services sector - ideally from an IFA although experience from a provider ...