Financial Planning Administrator

My client is a leading name in the UK Financial Services and Investment Management sectors, and they currently seek an experienced Financial Planning Administrator to join their Birmingham team - duties will include: * Acting as a first point of contact for clients and product providers * Preparing meeting packs and client engagement letters for new clients * Assisting financial planners with new business submissions * Working with the Financial Planners to produce annual reviews for clients * Use of provider systems to generate valuations * Ensuring that new business is processed efficiently * Completing anti money laundering checks on clients * Submit letters of authority to providers * Assisting the paraplanning team with client reviews You will possess 2 years plus experience in a similar support role within the financial services sector - ideally from an IFA although experience from a provider will be considered. You will have excellent administration, communication and organisation skills along with a keen eye for detail and the ability to prioritise your workload. Good all-round knowledge of financial service products and compliance is also important. This is a great opportunity to join one of the UK's most respected financial service / investment institutions offering a friendly working environment and a generous remuneration package