Experienced Financial Planning Administrator required. Brilliant opportunity to join a growing business that has strong values and a clear vision for its future.
Would you like to work for a company with a clear identity, strong values, an amazing culture, and a defined purpose?
Are you the customer-focused and experienced IFA administrator we are looking for to join our friendly and professional team?
This is a great opportunity to join a company that has imagined what a next generation financial planning business should look like.
The role
The role of the Financial Services Administrator is to support the office managers and financial planners and provide an efficient, professional, high quality and compliant service to our clients. Duties will include:
1. Obtaining and collating provider information and illustrations.
2. Processing and submitting new business and monitoring the progress.
3. Dealing with investment, pension, and protection business.
4. Liaising with clients and delivering a full customer service.
5. Preparing valuation reports, performance documentation and review checklists.
6. Processing and monitoring switches with providers or electronically.
7. Completing withdrawal instructions for clients.
8. Updating back-office systems.
Essential skills
We are looking for someone who has ideally gained experience in a similar role and company and has a good understanding of the financial planning support function.
1. Able to demonstrate excellent customer communication skills.
2. Experience working together as part of a team.
3. A background in using IFA systems and processes.
4. Excellent quality service delivery skills.
5. Strong personal skills in the areas of adaptability, enthusiasm, dependability, honesty, and integrity.
Benefits
1. 31 days holiday (including Bank Holidays)
2. Life Assurance
3. Financial Wellbeing
4. EAP
5. Income protection
6. Company pension
7. Free parking
8. On-site parking
9. Referral programme
10. Sick pay
About the company
We think about financial planning in a way that goes beyond financial advice. We’re a group of like-minded, values-driven people with a passion for independent financial planning.
Job Types: Full-time, Permanent
Pay: £25,000.00-£30,000.00 per year depending on experience
Schedule
1. Day shift
2. Monday to Friday
Ability to commute/relocate
1. Newcastle under Lyme: reliably commute or plan to relocate before starting work (required)
Experience
1. IFA Administration in the UK: 2 years (required)
Work Location: In person
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