Financial Services Administrator required for a busy financial planning business. We're looking for someone with a background in IFA, wealth management, bancassurance or financial planning, with a knowledge of pensions, investments and ideally protection products. If administration is your strength, please apply!
This is a fantastic opportunity to join a great team and work with likeminded professionals who are committed to their careers. We are a successful and well-structured business, and we will support you so that you can be the best administrator that you can be.
We are different to other financial planning firms, because for us it's not all about money, we help our clients connect with their wealth and make life changing decisions. We are passionate about what we do and if you share our passion, we want to hear from you!
Reporting to our Operations Manager, the role is varied and involves providing a high level of back-office support to clients, colleagues, and advisers.
Being the first point of contact for all clients.
Carrying out the new client onboarding process.
Preparing quotes and illustrations.
Processing new business.
Preparing for annual client reviews.
Preparing client paperwork and issuing reports.
Experience gained in any financial services administration role.
Excellent communication and attention to detail skills.
Problem solver and being able to use your initiative.
Knowledge of pensions and investments, provider platforms, and business processing procedures.
Good technical knowledge.
Understanding of back-office systems such as Intelliflo.
We are an established financial planning firm with both Chartered and Accredited status. We are passionate about people and our client journey starts with conversations that are thought provoking, inspiring, engaging, meaningful and challenging. We are guided by our core values that everyone at our business lives by:
We pride ourselves in doing what is right for the client every time.
We are continually pushing ourselves to raise the bar in everything we do.
We only work with clients where we believe we can add value.
We hate bull t so will always be open and honest even if it means having to hold difficult conversations.
We believe great financial planning is life-changing.We predominantly serve the needs of business owners and senior executives with reasonably complex affairs. Our typical client is in their 50s or 60s and has made lots of sacrifices throughout their own lives to follow their own cause or passion. Our cause and passion is to inspire our clients to live the best life they can lead whilst they are fit and well. We do this through proper financial planning or lifestyle focused planning.
We are using a third-party recruiter Recruitment Rebellion Limited to assist us with our recruitment process. Please do apply through the advert rather than to us directly as we wish to co-ordinate all the applications in the same place. Please, no agencies