My client is a Chartered IFA practice that offer true financial planning advice to a diverse range of clients. Due to expansion of the team along with staff progression and increased clients, they require a financial planning administrator to join the team. You will mainly be providing support to the team of financial planners. You will prepare valuation reports, maintain internal data bases, process new business and deal with both internal and client queries. You will navigate and transact on financial provider's websites, attaining policy information from providers etc whilst working alongside the other administrative staff/paraplanner(s)To be considered you must have an understanding of the market and compliance requirements, with the ability to manage time effectively, maximising the profitability of your work and be highly organised. You will be committed to personal development and the development of your technical skills.
Excellent systems/ IT knowledge is important, ideally with Adviser Office and standard lof wrap. Suitable candidates will currently be working within a financial planning team with experience providing support to advisers in similar duties ideally within an IFA practice. Exams are desirable but not essential. Have undertaken industry relevant exams.
Fundamentally they are about developing their staff, who are able to act as ambassadors of the this widely recognised and respected firm that fit within the company culture. In return you will be offered a competitive salary, benefits and bonus with the opportunity to progress. They will highly invest in you so continual training will be provided along with supporting the successful applicant through their exam as they recognise potential.To be considered for this rare job, please upload your CV ASAP to discuss in more detail with Alison Curran.
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