Financial Planning Administrator - Burgess Hill

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

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