Wealth Planning Administrator

Ipswich

We require a Wealth Planning Administrator to provide administrative support to the Killik & Co Wealth Planning Team. 

Key Accountabilities

To provide professional and proactive administrative support, including:

  • Routine administrative tasks such as filing, photocopying, collating information, composing letters and emails
  • Team administration and compliance regarding client service issues
  • Liaise with ‘product providers’ to obtain all necessary information on client’s existing arrangements and implementation of new business
  • Open wealth planning post and action immediately
  • Prepare letters of authority and letters appointment as requested by Wealth Planning team members
  • Filing – maintain up to date and accurate client records electronically and through Intelliflo
  • Obtain product research, information and new business illustrations as requested by Wealth Planning team members
  • Prepare paperwork required by wealth planning team members for meetings, business submission and processing new business applications
  • Liaise with providers regarding commission and fee payments
  • Reconcile monthly Wealth Planning revenues through Intelliflo
  • Input of Data obtained from clients and providers into Intelliflo and Voyant

Competencies / Skillset

  • Getting Things Done – Delivers on agreed objectives promptly; prioritises workload; remains professional under pressure.
  • Communication & Sharing Knowledge – Confident, clear and accurate with all communication. Maintains accurate records and makes effective use of new technology.
  • Customer Service – Positive attitude to find solutions in line with TCF principles. Uses customer feedback to improve service.
  • Effectiveness & Adaptability – Able to maintain a high volume of work, striving for continual improvements. Understands individual contribution in relation to corporate objectives. Presents a positive image and approach to change.
  • Team Working – Shares knowledge, skills and experience with colleagues; understands team goals; is cooperative and supportive of others.

Qualifications / Experience Required

  • Good standard of education, including English and Maths
  • Previous administrative experience
  • Good working knowledge of Microsoft Office
  • An interest in Financial Planning or Financial Services is advantageous but not essential
  • Prior experience of using Financial Planning software is advantageous but not essential

Contractual Hours

9.00am – 5.30pm, Monday to Friday

Get In Touch

Please send a CV and covering letter to [email protected] with the subject title of the role you are applying for.
Before applying for any of our vacancies, please ensure that you have read and understood our Privacy Information Notice for Candidates. By submitting your CV and cover letter you confirm that you are happy for Killik & Co to process your personal information for the purpose of reviewing your job application.