We are looking to recruit an experienced Administrator, with a proven history, who can work as part of the existing Business Support team supporting Clients, Technical and Financial Planners. This is a varied and interesting role, that sits within the back-office function of the business to provide administrative support and liaise with clients of the firm. Ideally suited to someone with knowledge of the financial services industry, particularly those with recent experience working in technical administration within a financial planning practice
Key aspects of the role will include:
* Maintenance of the back-office system to include compliance and fact find documentation
* Communication with clients
* Execution of client and Financial Planner instructions, contract notes and policy documents
* Assisting fellow team members when needed and where there is capacity to do so
* Effective communication with product providers to track business through to completion
* Contacting third party providers
* Those with experience of Investment wrap platforms and Intelligent Office would have an advantage
* The role will be office based.
About you
* This role will only be suitable for a Financial Administrator with at least 3+ years of experience.
* Those with experience of Investment wrap platforms and Intelligent Office would have an advantage
* Study support is available if you are studying or wish to study toward CII (Chartered Insurance Institute) Diploma (Dip PFS or Dip FA)
* Effective communication skills
* Great organisational skills and time management
Flexible and 'can do' attitude
Benefits
Working as part of an ever-growing friendly team for an ever-expanding Financial Planning practice
Generous holiday entitlement
Frequent team social events
OTE of £30k-£35k is on offer to the right candidate with pension contributions, life assurance and income protection
Job Type: Full-time
Pay: £30,000.00-£35,000.00 per year
Benefits:
* Additional leave
* Bereavement leave
* Company events
* Company pension
* Financial planning services
* Free parking
* Life insurance
* On-site parking
Work Location: In person