Hybrid Financial Planning Administrator

at Attivo

• Job title: Financial Planning Administrator
• Job type: Full Time
• Experience level: Mid level, Senior
• Salary: Not specified
• Degree requirement: High School Diploma
• Location requirements: Hybrid, Liverpool, United Kingdom

About the role

• Supporting the financial planning team by processing client requests and maintaining records. Ensuring accuracy and efficiency in client interactions and administrative support within financial services.

Responsibilities

• The accurate processing of all New Business Submissions, working with platforms and providers to ensure client applications and requests are concluded.
• Input and maintain new business data in client management systems on a timely basis so that client records are accurate, up-to-date and contain relevant information reflecting the true state and progress of work undertaken.
• Processing fund switches and claims for clients.
• General Administration support to the wider Financial Planning team to assist with meeting preparation and client enquiries.
• Maintain CRM system to keep Financial Planners updated throughout the processing of business in accordance with Service Level Agreements.
• The Onboarding and Offboarding of clients, including updating CRM, informing providers, adding, or removing fees
• Support with Financial Planning Associates with MIFID statements as required.
• Continuously review own and team’s workflows and processes and offer support to other colleagues where appropriate.
• In coordination with other members of the team, ensure that all housekeeping is maintained up to date to enable the smooth and efficient running of the department.

Requirements

• Experience in Financial Services
• Experience working with platforms and providers, such as Abrdn, Aviva and AJ Bell.
• Minimum of 5 GCSEs graded A-B, or equivalent, including Maths and English
• Previous experience supporting a Financial Advisor
• Good organisational, time management skills and effective caseload management
• Ability to work well under pressure while maintaining excellent attention to detail
• Ability to work on own initiative, sometimes for long periods of time
• Professional, ethical, and discreet

Benefits

• Non-contributory Pension Scheme (8%)
• Private Medical Insurance
• Cashplan
• Income Protection
• Critical Illness
• Death in Service
• Parking allowance
• Generous holiday allowance, rising with length of service
• Work from home and flexible working available
• Excellent culture, promoting employee wellbeing and engagement.