We require a Wealth Planning Administrator to provide administrative support to the 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, Communication & Sharing Knowledge
• Customer Service, Effectiveness and adaptability, Team Working
• Deal with issues promptly and appropriately
• Excellent accuracy and attention to detail
• Maintain full and proper understanding of financial services market

Qualifications / Experience Required

• Educated to degree level or equivalent
• Prior experience of working within a financial planning department
• Certificate in Financial Planning or equivalent preferred but not essential
• Good working knowledge of Word, Excel and PowerPoint
• Experience of First software or Intelliflo is advantageous

Contractual Hours

9.00am – 5.30pm, Monday – Friday

Get In Touch

Please send a CV and covering letter to recruitment@killik.com with the subject title of the role you are applying for.

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