Part-Time Financial Planning Administrator (Premier Wealth Solutions)

Cheshire

Premier Wealth Solutions

Job Description

Purpose of Job


  • To support Financial Planners and ensure a smooth delivery of excellent client service and client communication, as per business processes.

  • Reports To: Owner Director

  • Salary Range: £20,000 - £28,000 - pro rata depending on experience.

  • Days - Flexible to suit applicant probably 2 (could be up to 3) days per week.

  • Working Hours: 9-5pm


Why is?


As a successful financial planning firm our ethos is to provide an independent financial planning service, building relationships that last a lifetime with both our clients and our staff. We work with a selected number of high-net-worth clients.


With a small but highly trained and qualified team, we are looking for another individual that is enthusiastic, self-motivated, driven, extremely organised and is detail focussed.


We understand the right balance is needed when it comes to work and personal life so we do all we can to encourage a good work life balance. We are based in Cheshire and would prefer someone local but who wants to work flexibly from home.


Benefits


  • 25 days holiday (plus bank holidays) pro rata

  • Training allowance / support towards qualifications

  • Potential for annual bonus up to 10% of salary

  • Flexible hours and days to suit your lifestyle


Key Responsibilities & Accountabilities


Client servicing


  • Provide a friendly and professional point of contact for clients and enquiries (by phone, and email)

  • Organise existing and prospective client meetings and actively manage FP’s diary and workload.

  • Prepare client documentation in advance of and following client meetings (as per business processes).

  • Manage client service needs and client expectations to ensure client satisfaction.

  • Proofread reports and documents.

  • Liaise with other team members on work progress per client account and keep clients informed (as per business process)

  • Liaise with clients on any administration queries they may have

  • Manage and develop data entry, spreadsheets and analysis records.

  • Ensure that relevant service components (as per client agreement) are delivered throughout the year in a timely manner

  • Open and maintain client files to the required compliance standards

  • Ensure action points resulting from client meetings get diarised and dealt with


Client administration


  • Check accuracy and completeness of new business documentation

  • Ensure that all business applications are processed accurately and efficiently, in a compliant manner to the firm’s standards

  • Ensure all supporting documentation is maintained as per company procedures

  • Liaise with product providers to ensure timely and accurate responses to clients (progress chasing)

  • Send Letters of Authority and gather accurate information as per business process

  • Obtain illustrations and application forms

  • Produce portfolio valuations

  • Ensure fund top ups, withdrawals, switches, and rebalances are carried out accurately and within company timescales


Reviews


  • Organise client review meetings as per Annual Review Process

  • Prepare paperwork required for the reviews as per Annual Review Process

  • Support FPs in the delivery of reviews, if needed

  • Ensure implementation of agreed actions


General administration


  • Ensure back-office systems are kept up to date

  • Filter FP’s general information, queries, phone calls and invitations

  • Open, scan, log and allocate incoming post when needed

  • Other duties as directed by management


Personal Specification


CRITERIA: Essential or Desired


Knowledge


  • Microsoft Word, Excel and electronic diary management E

  • Prestwood back-office systems D

  • Advanced Excel D

  • Knowledge of Financial Services Products E

  • Knowledge of cash flow planning tools D


Skills


  • Eye for detail E

  • Excellent communicator (both verbal and written) E

  • Highly organised, methodical, and disciplined E

  • Shows initiative and takes personal responsibility for completing tasks E

  • Able to work within defined business processes E

  • Adopts a positive attitude, willing to assist others when busy E

  • Able to work under pressure on occasions to achieve deadline E

  • Attention to detail E

  • Ability to achieve agreed outcomes without supervision E



Contact


Jacqui Davidson-Slack at jds@pwsltd.uk