Administrator

1 month ago

United Kingdom Business & Personal Investment Ltd Full time €35,000

If you’re a financial services professional looking for the next step in your career, this could be the opportunity for you.

We’re looking for an experienced Administrator to provide first-class support to our growing client bank.

If you’re this person, please get in touch:

· You have around 2 years’ experience in financial services

· You have some technical knowledge

· You have experience working with IO and platforms

· You want to benefit from a generous salary (up to £35,000) and benefits.

We’re an independent financial planning practice based in Bourne End, Buckinghamshire. For 25 years we’ve been a firm where clients feel at home and where high levels of professional service, jargon-free straight-talking, and a friendly approachable team are the standard.

Many of our clients have been with us for the whole journey. We take great pride in the service we provide, treating every client as we would want to be treated ourselves, always looking for new ways to add more value and provide greater support.

We’ve built a reputation for creating fantastic client relationships, based on a thorough and detailed understanding of a client’s financial hopes, needs, aspirations and objectives – and we want you to help us to maintain and enhance our reputation for excellence.

Still interested? Fantastic.

We’re looking for someone with an enthusiastic attitude and a great eye for detail. On any given day you might be:

· Collating client information

· Processing Investment Platform administration

· Undertaking research

· Producing client illustrations

· Helping manage the advice process through to completion.

You’ll become a key member of our team, supporting our Financial Planners to ensure our clients receive the very highest standards of advice and service.

If you’re the person we’re looking for, we need you to be able to demonstrate:

· The ability to communicate well with both colleagues and clients

· An eye for accuracy and great attention to detail

· Self-motivation and an enthusiasm to keep learning

· Reliability – we want someone we and our clients can count on

· The ability to work well as part of a small team.

If you’re the right person, you will benefit from:

· A full-time position (we will also consider part-time hours)

· A great office environment at our Bourne End premises

· A generous salary (up to £35,000 depending on skills/experience)

· A generous holiday entitlement (24 days plus bank holidays)

· A pension scheme (as you would expect, we believe in retirement planning) with enhanced employer contributions

· Contributions towards training and development.

If you think you might be the person we need, please send us your CV – we’d love to hear from you.

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