The FIE Financial Planning Administrator position assists the Financial Planning team with all aspects of requesting and obtaining relevant information from third party providers in order for the team to evaluate client and prospective client situations and provide recommendations.
DUTIES AND RESPONSIBILITIES:
Preparing and sending Letter’s of Authority to Obtain Information (LOATOI). These allow us to gather information on a client/prospect’s existing arrangements. This process will include assessing the plan type and coordinating the relevant cover letter to ensure the relevant information is gathered for that particular plan type.
Regular chasing of all LOATOI’s until information is received.
Reviewing ceding scheme information as it comes in to highlight missing information or potential issues earlier in the FPD process.
Morningstar Mapping Fund Research for all FPD reports.
Gathering relevant transfer paperwork at the beginning of the information gathering process.