Fisher Investments

  • Financial Planning Administrator (2018-6110)

    Location UK-LND-London
    Category
    Portfolio Management
    Job ID
    2018-6110
  • Overview

    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.

     

    QUALIFICATIONS:

    • Works well in a team-oriented setting
    • Responsible, accountable, self-motivated
    • Solid organisational and personal planning skills
    • Highly reliable and accurate
    • Attention to detail is a must

     

     

    By sending us your information, you acknowledge that it will be held and processed on behalf of Fisher Investments UK by its parent company, Fisher Investments, in the United States, and you consent to our using your contact information (including your phone number and email address) to process your application and contact you to discuss opportunities with us, and for market research. You may contact us at any time by emailing privacy@fisherinvestments.co.uk if you wish to access or rectify your information. Fisher Investments UK’s privacy policy can be found at http://www.fisherinvestments.co.uk/legal/uksecurity.aspx.

     

     

    Fisher Investments UK is an equal opportunities employer