My client is a very reputable and well-established financial planning and wealth management practice based just seven miles south of Norwich.
They are currently looking for an Administrator who feels confident and has previous experience working with numbers.
The Role
This is a wide-ranging and interesting position with enormous potential, working within a friendly environment with highly skilled and qualified Financial Advisers. The successful applicant’s duties would include the following:
1. Prepare client valuations and review packs
2. Process post-review related paperwork and prepare relevant correspondence
3. Communicate with clients and providers, responding to queries via telephone, email, and post in a timely manner
4. Ensure financial transactions are completed correctly and files are fully FCA compliant by following internal compliance procedures
5. Ensure all client records and data are maintained accurately
6. Obtain and interpret information from providers and fund managers, keeping Financial Planners up to date with all communications
7. Send out letters of authority and correspondence to clients, professional introducers, and other third parties
8. Prepare new client meeting packs
9. Other general administration duties as assigned
Experience
1. A minimum of 1 year working in an administrative position (is desirable)
2. Confident in the use of Microsoft Office
3. Confident with numbers and working to a high degree of accuracy
4. Ability to work unsupervised (following training)
Office hours are 9am-5pm, Monday to Friday.
Hybrid working is available post-probation.
28 days holiday, this includes closure between Christmas and New Year.
Death in service 4 x salary, Pension.
Free Parking (outside office).
Bonus scheme based on company performance, entitlement after probation period completed.
Pension is 5% Employee + 5% Employer contribution.
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