Financial Planning Assistant (Part-time) - Burgess Hill

Type of Position: Financial Planning Assistant (Part-time) - Burgess Hill
Pay: £25k - £30k (pro-rata)

Financial Planning Assistant (Part-time) - Burgess Hill

We are looking for a Financial Planning Administrator to join our client's team based near Burgess Hill. We are seeking 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 relationships with clients.

This position will be a part-time role, ideally 3 days each week based in their office.

Responsibilities:

1. To produce client portfolio valuations from various investment providers.
2. To produce all quotations, application forms, and fund fact sheets for the advisor's prior to client meetings.
3. To process all new business applications by submitting to providers (either online or in post), updating client database, maintaining daybook records.
4. To produce Letters of Authority for new clients to service policies.
5. To produce any Letters/Forms required for switches, encashments, etc.
6. Ensure compliance requirements are met on all new business cases.
7. Weekly chasing of all new business cases.
8. 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 finance as we know most areas are transferable in skills.
• IT literate.
• Numerate and literate with some knowledge of various administrative processes ideally Investments or financial.
• Proven ability to demonstrate precise attention to detail.
• Experienced in managing and prioritising own workload.
• Experience of MS Office including Excel, Word, Outlook, and Teams.
• Excellent interpersonal skills.
• Excellent organisational and planning skills with the ability to multi-task.