This is an excellent opportunity to join our growing business and be a crucial member of the Pensions Team. Previous administration experience within a financial or professional service is essential.
OUR BUSINESS:
Having welcomed clients since 1983, the business has grown organically over the years by putting clients at the core of our proposition. By providing excellent service and outcomes for clients we have achieved significant growth and now look after in excess of £1bn of client assets.
We strive to recruit, develop, and retain individuals who share our vision and values and who want to make a valuable contribution to the continued success of our business. We encourage staff progression which could ultimately include the future opportunity of taking part in equity ownership in the business subject to business need and individual assessment. A key part of the business’s succession planning has been developing ambitious employees who wish to take part in the most fundamental of ways i.e., partnership.
Our office is based in Enderby, Leicestershire and we service high net worth clients across the UK. We look to build long term client relationships based on trust, professionalism, and support which is echoed in our staff approach. This year we were delighted to receive for the third time a “Best Financial Advisor to Work for” award by Professional Advisor, following their review of our company policies and anonymous employee feedback.
We are committed to the highest standards of knowledge and skill as demonstrated by our Chartered Status. Our employees are consistently encouraged and supported to challenge themselves and to develop their qualifications.
Our business has grown on a foundation of excellent service, high standards of advice and a commitment to treating both staff and clients with the utmost respect.
OUR VALUES:
People are at the heart of everything we do, delivering professional excellence by developing, sharing and applying our expertise. All built on a foundation of trust and empowerment to take ownership.
ROLE OVERVIEW:
There will be an initial period of ‘on the job’ training and development with a view to then taking on a full portfolio of clients and fulfilling the role as described below.
To be the in-house contact for the client, providing a quality administration service in respect of a portfolio of SIPP or SSAS pension schemes. Maintaining records that meet the requirements of the firm and the regulator. Also providing technical and administrative support to the Financial Planner.
KNOWLEDGE, SKILLS AND ABILITIES
1. Ability to communicate effectively with clients and professional connections
2. Ability to work within level of authority and to refer work when appropriate
3. Ability to create and maintain accurate paper and computer-based records
4. Knowledge of data protection legislation
5. Good letter and report writing skills
6. Good telephone manner
7. IT/Keyboard skills
8. GCSE Maths and English – Grade B or above (or equivalent)
9. Educated to A-Level standard (or equivalent)
10. Computer and Microsoft Office literate – Word, Excel and Outlook
11. 2 years’ experience in an administration role within Financial or Professional Services
Job Types: Full-time, Permanent
Pay: £25,000.00 per year
Additional pay:
1. Bonus scheme
Benefits:
1. Additional leave
2. Company events
3. Company pension
4. Employee discount
5. Free flu jabs
6. Free parking
7. Health & wellbeing programme
8. Life insurance
9. Referral programme
10. Sick pay
11. Work from home
Schedule:
1. Monday to Friday
Experience:
1. Administrative: 2 years (required)
Work Location: Hybrid remote in Leicester
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