Financial Planning and Analysis

• 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.

Financial Planning Administrator

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