Job Description

Your main duties as a Financial Administrator will include but not be limited to:

• Supporting the financial advisers to meet business targets
• You will be the first point of contact for client service to resolve administrative issues
• You will manage the financial advisers diaries by booking meetings
• Prepare meeting packs and assist advisers with arranging them
• Assist Paraplanners to conduct product and investment research
• Assist Paraplanners to write suitability letters to confirm advice
• You will help ensure files are compliant and complete
• Process new business and track to completion
• You will write letters to clients and providers
• Provide a high level of service to clients, including regular valuations
• Maintain and update back office systems
• Perform other ad-hoc tasks in the office as required

What’s in it for you:

• 25 days annual leave plus 8 days bank holiday leave, increasing with length of service
• Competitive salary up to £24,000 (negotiable DOE)
• Contributory Company Pension Scheme
• This is a full-time position but part-time will be considered (minimum 20 hours per week)
• Additional benefits and rewards packages inc DIS

 

Our commitment to you

• Start every journey with a conversation to find out about you in depth.
• Provide honest feedback on where you fit in the jobs market.
• Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.
• Take a holistic mindfulness approach - career happiness is rarely just about the money.
• Cover the whole of the UK with a local touch through our regional teams.

Required Knowledge, Skills, and Abilities

GCSE passes grade C or above in English Language and Mathematics (or equivalent) Ideally, CII Award in Financial Administration (or equivalent) Level 4 Diploma advantageous Financial Services Administration experience is essential, ideally within IFA Knowledge of MS Office, FSA Compliance procedures You will have experience with completing suitability letters and other client / product provider correspondence You must be able to priorities and manage your own workload Able to communicate efficiently with all individuals including the Financial Planners High level of organisational skills with a keen eye for detail Previous experience within an IFA is desirable Knowledge of pensions/pensions administration is desirable Research and analysis skills re: financial advice is desirable Familiar with Intelligent Office is desirable Project management and Investment research knowledge is desirable