Job Title: Financial Administrator - 2Plan
Location: Remote
Salary: £25,000 - £30,000
TO BE CONSIDERED FOR THIS ROLE YOU MUST HAVE EXPERIENCE WITH 2PLAN SYSTEMS
The Client
We have an exciting opportunity for a growing Independent Financial Advisory (IFA) business, they are looking to add an experienced Financial Administrator from a wealth management background to their team.
The Role of Financial Services Administrator - IFA
We are looking for someone proactive, confident, and highly organised, someone who thrives on responsibility and enjoys making things run smoothly. You'll be supporting the adviser by taking ownership of the operations, client coordination, and internal processes, helping the business grow while ensuring clients receive a seamless experience.
This role is varied and hands-on, so it's ideal for someone with previous experience in financial services who's comfortable working independently and keen to grow with the business.
Unfortunately, due to resource constraints, this isn't the business for someone inexperienced or those who require support. The chosen candidate is required to hit the ground running and acts as a PA/Admin/Co-ordinator.
Key Responsibilities:
* Must be comfortable on the phone to communicate with clients and also providers
* Create systems and processes to manage business
* Prioritise tasks for adviser and yourself
* Liaise with product providers
* Ensuring audit trail complete either via spreadsheet or 2Plan's internal systems
* Keep client files organised on OneDrive
* Send risk questionnaires through 2Plan Client Portal
* Issue fee agreements through portal/Docusign/post
* Adding fact find fully on to 2Plan system
* Making sure that handover notes have been actioned ready for case handover to paraplanners
* Prepare and send off LOAs to clients
* Issue LOAs and chase LOAs to providers
* Vet the information returned and call back for further information
* Making sure that all letter of authority information is added and uploaded to back office system & client file
* Prepare cases for handover to Paraplanner ensuring all relevant information is on Back Office
* Prepare cases for pre-approval,
* After presentation meeting, process the paperwork, setting clients up on platforms
* Ensure funds arrive on platform
* Ensure correct fees are paid from providers
* Issue and chase invoices as they arise
* Help clients onboarding to new systems
* Prepare annual review packs
* Submit annual reviews on Back Office
Systems you Will Use
* Microsoft Package: Word, Excel, Outlook, Teams, OneDrive
* FE Analytics
* 2Plan Back Office
* 2Plan Nexus
* Familiar with all usual platforms (Aviva, Royal London etc)
* Familiar with Docusign
Keywords: Financial Advisor, IFA, Financial Services, Finance Administrator, Administrator, Financial Administrator, Remote Working, Wealth Management
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