We are delighted to represent this independently owned Chartered firm of Financial Planners who are seeking an Administrator to join their busy team.
Job Role
Working in collaboration with Financial Planners, Paraplanners and other colleagues, you will maintain and manage client records, process life, pension and investment new business, answer and deal with telephone enquiries, prepare valuations and other letters, and issue all correspondence in line with company policy. The role will involve promoting the company’s services in a professional and FCA compliant manner.
Key Responsibilities
- Input data on Customer back-office system and manage client records in an orderly fashion using relevant systems
- Ensure client information on internal systems is maintained and up to date in order to meet general compliance standards
- Ensure that all compliance paperwork is present and in order
- Prepare application forms and paperwork for clients to complete
- Process and manage new business and servicing through to completion. Chase progress of applications; alerting Financial Planners to any issues arising and keeping clients up to date with any progress
- Make changes to clients’ investments as instructed by paraplanners or planners
- Prepare client portfolio valuations and review documents
- Prepare and dispatch reports
- Regular meetings with Paraplanner and Planner to discuss work in progress
- Ad-hoc project work
- Peer checking review documents and other work when required
About You and Your Key Skills
- Be working to or maintain a basic technical knowledge and qualification for the role being undertaken, ideally with two years’ experience in a Financial Planning office
- Excellent numeracy and literacy skills, GCSE grades A - C (or 4 - 9)
- Computer Skills – competent in the use of relevant packages including Word and Excel
- Excellent attention to detail, good organisation and time management skills
- A critical thinker and a good problem solver
- Good communication skills both face to face and over the phone
- An ability to work under own initiative and as a team player
- Detailed knowledge and understanding of a firm’s record keeping requirements
- Understanding of the provision of advice to clients in a compliant manner
- Experience with I/O, desirable
Salary & Benefits
- Competitive salary depending on experience
- Group Life cover
- Group Income Protection
- Simply Health cash pan
- Private Medical Insurance
- Workplace Pension
- Free Parking
IFA Administrator, Flax Bourton (BW-1591)