Full job description
We’re looking for an experienced Financial Administrator to join our team and play a key role in supporting advisers, paraplanners and clients. You will need a strong background in administration and financial services, with exceptional attention to detail, excellent organisational skills and a drive to succeed.
The OpportunityThis is an excellent opportunity for an experienced Financial Services Administrator who enjoys working in a fast-paced environment, takes pride in accuracy and is looking to build a long-term career within a growing wealth management business.
You’ll work closely with advisers and paraplanners, helping to ensure recommendations are implemented efficiently while maintaining high standards of client service.
What You’ll Be Doing*Preparing and processing new business applications
*Managing Letters of Authority and provider requests
*Obtaining pension, investment and protection information
*Managing provider correspondence and following up on outstanding requests
*Preparing meeting packs and presentations
*Supporting advisers and paraplanners with case preparation
*Assisting with suitability report preparation and business processing
*Maintaining accurate client records and back-office systems
*Liaising with clients, providers and professional connections
*Monitoring and progressing business through to completion
*Producing accurate documentation in accordance with regulatory standards
*Using initiative to deal with matters in a timely and effective manner
What We’re Looking ForEssential*Minimum 5 years’ experience within an Independent Financial Adviser (IFA) practice
*Strong knowledge of pensions, investments and ISAs
*Previous experience processing new business
*Excellent attention to detail
*Strong organisational and communication skills
*Ability to manage multiple tasks and competing priorities
*A proactive attitude and willingness to take ownership
*Good working knowledge of Microsoft Office, including Outlook, Word, Excel and PowerPoint
Appropriate training will be provided where required.
Desirable*Experience using Intelligent Office
*Previous Technical Administrator experience
*CII qualifications or currently studying towards relevant qualifications
*Experience supporting paraplanners or advisers
What We Offer*Competitive salary based on experience
*Company pension
*Private medical insurance
*Annual bonus scheme
*Referral programme
*Ongoing training and development
*Career progression opportunities
*Support towards professional qualifications
*Modern office environment
*Friendly and supportive team environment
If you’re looking for an exciting new challenge and want to develop your career within a dynamic and growing wealth management business, we’d love to hear from you.