Full job descriptionJoin one of the UK’s leading independent financial advice firms, with a strong presence across the South West. You’ll be part of a professional, supportive team of paraplanners and IFA administrators, working closely with financial advisers to help deliver a smooth and responsive service to clients.
We’re looking for someone organised and proactive, with a careful eye for detail and a genuine interest in financial services. You’ll help keep client business moving, take ownership of your workload and support advisers with the day-to-day administration that makes a real difference.
Key Responsibilities
*Prepare client documentation and relevant information ahead of meetings.
*Coordinate allocated new business cases, monitoring progress and ensuring applications are completed accurately.
*Request and maintain up-to-date valuations of clients’ plans.
*Process letters of authority and requests for information, following up with providers where required.
*Maintain accurate client records on Intelligent Office (IO).
*Manage client withdrawal requests and liaise with providers to ensure they are processed efficiently.
*Work closely with financial advisers, paraplanners, providers and colleagues to support the smooth progression of cases.
*Provide general administrative support to the wider team as required.
As you build your knowledge and confidence, you’ll have the chance to take on additional responsibilities. The company also offers opportunities for formal development and internal progression.
What you’ll bring
*Experience in financial services administration or adviser support.
*Strong organisation and the ability to manage competing priorities.
*A methodical approach and close attention to detail.
*Clear, confident written and verbal communication.
*Good working knowledge of Microsoft Word, Excel and Outlook.
*The ability to work independently, use your initiative and see tasks through.
*A positive, flexible approach and willingness to support your colleagues.
*A professional, client-focused manner.
Experience with Intelligent Office (IO) would be useful, but it isn’t essential. If you have at least a year’s experience in financial planning administration, we’d particularly like to hear from you.