TNS Financial Solutions Ltd are a successful Strategic Partner firm of the Openwork Partnership network, they are looking to strengthen their adviser support team by recruiting an experienced Financial Administrator to join their team based in their offices in Boston, Lincolnshire.
We're a friendly, busy and fast-paced practice with a supportive team culture. We pride ourselves on creating an environment where everyone can grow and develop their skills, with the right structure in place to help you learn and thrive. If you're looking for a team that works hard, supports each other and values personal development, you'll fit right in with us.
About the Role
They are seeking a dedicated Financial Administrator to join their already successful adviser support team. Our ethos is rooted in providing a high-quality, superior service to each of our clients. This is an exciting opportunity to play a key role in supporting one of our financial advisers with day-to-day business administration, ensuring smooth operations with the firm.
This role is a great opportunity for someone who wants to build a strong career in financial services. There's the chance to progress into a paraplanning role in future, with support for exams and development along the way. Equally, we really value experienced administrators who want to stay in this role and continue to be an integral part of the team - both pathways are vital to our business.
Key Responsibilities:
* Answer and directing phone calls
* Greeting visitors to the office making teas/coffees for client meetings
* Dealing with incoming & outgoing post
* Action email requests from advisers & clients
* General office duties e.g. filing & scanning
* Data inputting into the back-office system
* Generating review invitation letters
* Preparing client valuations
* Adding legacy plans into the back-office system
* Processing client investment/pension withdrawals
* Preparation of regular review letters & reports
The Benefits
* A salary of GBP27,000 to GBP30,000 (DOE)
* 4 x Death in Service
* Company pension with 5% employer contribution
* 20 days annual leave, increasing to 25 after 3 years service
* Free onsite parking
* Cycle to work scheme
Key Skills & Experience:
* Minimum 1 year of working within financial services, ideally related to financial advice
* An understanding of financial planning principles, products and regulations
* High professional administration skills
* High professional communication skills both written and verbal
* Organisational skills with the ability to manage multiple priorities
* Knowledge of financial planning software and platforms is desirable but not essential
Why Join Us?
If you're looking for a business that works hard, supports each other and values personal development, this is the place for you.
Ready to take the next step?
If you're an experienced, ambitious financial administrator looking for work with a highly successful firm, we encourage you to apply. Don't miss the chance to take your career to the next level with one of the leading names in the industry
TNS Financial Solutions Ltd are part of The Openwork Partnership, who are one of the UKs largest and longest established financial advice networks. There are many benefits of being part of something bigger including the ownership structure - The Openwork Partnership is owned by its firms, Bain Capital and its employees so is somewhat of a democracy. It boasts a broad proposition with deep ties to providers and has some serious resources at its disposal. It puts the development of its colleagues, advisers and firm support staff first with its very own Business School. The Openwork Foundation, who have donated over GBP22m to UK registered charities since it was founded, is a great opportunity for everyone to get involved and give back to the community.
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