Financial Administrator

3 weeks ago

Milton Keynes, United Kingdom Perspective Financial Group Ltd Full time

**We are proud to be the UK’s best client-centric financial planning firm for both our clients and our staff. Founded in 2008 and with over 35 local offices nationwide, we employ 450 people including more than 160 highly qualified financial planners and paraplanners.**

We regard financial planning as a profession, providing specialist expertise to individuals, families, companies and trustees. A significant number of our client relationships endure for more than 25 years and span four generations of a family.

The qualities we look for in people who wish to join us include sharing our client-centric approach, having the focus and drive required to produce excellent results, and having a passion for learning and development.

Our Purpose, Vision and Values are at the core of what we do.

**Our Purpose**: We provide expert, specialised financial planning and wealth management advice that enables our clients to make full and effective use of their financial resources, so they can plan for and achieve the future they desire.

**Our Vision**: To build a sustainable and socially responsible business that is trusted by our employees and clients, never detracting from our core value that our clients come first in everything we do.

**Our Six Values**:Our clients are at the heart of everything we do. Our six core values guide what we do every day:

- We are client-centric
- We will do the right thing
- We always deliver
- We become a trusted member of the family
- We continually set standards of excellence
- We believe in teamwork

Perspective is dedicated to encouraging a supportive and inclusive culture amongst our whole workforce.

**Position**:
Are you looking to develop your Financial Administration skills by joining a Market Leading Wealth Management Company with an established and successful administration team?

If the answer is yes, we have the opportunity you are looking for

We have a fantastic vacancy for a Financial Administrator to join our busy **Milton Keynes Office**. This is an integral and varied role and your experience in providing high quality administrative support will be invaluable to the whole team. You will act as the point of contact for client queries with regards to pensions, investments and protection as well as liaising with product providers and covering all aspects within the general office administration to ensure a first-class service is provided to internal and external parties.

**Office**: Perspective (South) Ltd

**Hours**:Monday - Friday 9am to 5pm with a one hour break (35 hours)

**Salary**: Competitive dependant on experience and qualifications. Available upon request.

**Benefits**: 25 days holiday (rising with length of service) plus Bank Holidays, Birthday Leave, Holiday Purchase Scheme, Life Assurance, Pension and Corporate Eyecare.

**Specific Responsibilities**

This role forms a key part of the team and, as such, you will be involved in the day to day administration of Wealth Management, ensuring compliant and effective processes are followed and information is accurately processed and maintained. Your Duties will be varied and in line with the responsibilities involved in Financial Administration including, but not limited, to:

- Client correspondence, written and verbal.
- Processing New Business.
- Preparation of client review packs.
- Arranging client meetings and managing the Adviser’s diary.
- Illustration requests.
- Ensure that all financial planning client administration is carried out in accordance with the Firm's procedures.
- Maintain client records on the company software and ensure the client and firm's files are well presented, accurate and compliant.
- Taking phone calls, enquiries and requests, and handling them where appropriate.
- Back-office support.

Due to the nature of the business, the role may also include additional responsibilities considered reasonable.

**Requirements**:
**Role Requirements**

You will already be experienced working in a Financial Planning firm, and will need to be motivated, friendly and professional at all times and able to hold conversations with third parties, representing the company in a professional manner.

You will also be skilled in, or have the ability to learn:

- Production of concise business correspondence and proofreading for grammar, spelling and punctuation with a high degree of accuracy.
- Good working knowledge of IO and Platform.
- Confidence with IT and office software packages including Teams, Outlook, Word and Excel.
- Management and prioritising workloads.
- Excellent planning, organisational and multi-tasking abilities.
- Analytical and problem-solving skills.
- Flexibility/ adaptability to cope with change.
- Excellent communication skills at all levels.
- A team player with a positive attitude.

  • Financial Planning Administrator

    3 weeks ago

    Milton Keynes, Buckinghamshire, United Kingdom MAZARS LIMITED Full time

    Financial Planning Administrator - Private Client Are you looking to develop your knowledge in business administration? Marta Pine, Operations Associate Director, Private Client Support). To provide seamless, effective and proactive administrative support to our Private Client service line that in turn provides impartial, tailored financial planning,...

  • Administrator - Independent Financial Adviser (Ifa)

    4 weeks ago

    Milton Keynes, Buckinghamshire, United Kingdom Independent Resourcing Consultancy Ltd Full time

    IRC is working with a friendly financial services firm who is seeking an experienced IFA Administrator to join our team. This is an excellent opportunity for someone looking to progress their career and become a Financial Adviser over time with study and exam support along the way, as well as £1000 added to your salary for every exam you pass to becoming...

  • Administrator - Independent Financial Adviser (Ifa)

    2 weeks ago

    Milton Keynes, Buckinghamshire, United Kingdom Bond Recruitment Ltd Full time

    We are a friendly financial services firm seeking an experienced IFA Administrator to join our team. This is an excellent opportunity for someone looking to progress their career and become a Financial Adviser over time with study and exam support along the way, as well as £1000 added to your salary for every exam you pass to becoming Level 4 qualified. ...

  • Ifa Administrator

    3 weeks ago

    Milton Keynes, United Kingdom CAPIO RECRUITMENT LIMITED Full time

    **Job Title: IFA Administrator** **Salary: £23,000 - £27,000** **Location: Milton Keynes** A fantastic opportunity to join a forward-thinking Independent Financial Planning firm that are based in Milton Keynes and who specialise in provide a tailored solution to their clientele across a range of advice areas. This firm advise on Pensions,...

  • Financial Crime Intelligence Officer

    3 weeks ago

    Milton Keynes, United Kingdom LHH Recruitment Solutions Full time

    LHH are proud to be working with a leading Bank who are looking for a Financial Crime Intelligence Officer to join their Financial Intelligent Unit. They are looking for someone with in depth knowledge of the Financial Crime Eco system. **Key responsibilities**: - Supporting the Financial Crime Intelligence Manager with administrative related tasks -...

  • Accounts Administrator

    4 weeks ago

    Milton Keynes, United Kingdom Technet IT Recruitment Limited Full time

    **Accounts Administrator** **Milton Keynes** **£20,000-£30,000 Dependant on Experience** Accounts Administrator to join an environmental impacting solutions company with a vision of improving client recycling and sustainability efforts. This role will see you looking after the company’s accounts, ensuring that financial transactions are processed...

  • Ifa Administrator

    4 weeks ago

    Milton Keynes, United Kingdom Ortus PSR Full time

    The opportunity for a brilliant Financial Planning Administrator to join an IFA who provide a personal, independent and bespoke wealth management service to high net worth clients. The firm has a fantastic reputation and offers exceptional study supportto sustain their Chartered status. **Responsibilities**: - Assisting with preparing documents for the...

  • Ifa Administrator

    7 days ago

    Milton Keynes, United Kingdom NJR Recruitment Full time

    **Location** **Salary** **Posted on** **Reference** **Milton Keynes £24000 - £28000 22/11/2023 NJR13405 DESCRIPTION IFA Administrator Milton Keynes 23,0000 - 28,000 Early finish every Friday, Exam support and funding + progression is also available NJR are currently working with a well-established Financial Planning Practice, who due to their ongoing...

  • Ifa Administrator

    7 days ago

    Milton Keynes, United Kingdom NJR Recruitment Full time

    **Location** **Salary** **Posted on** **Reference** **Milton Keynes £24000 - £28000 15/02/2023 NJR13405 DESCRIPTION IFA Administrator Milton Keynes 20,000-25,000 Early finish every Friday, Exam support and funding +Progression is also available NJR are currently working with a well-established Financial Planning Practice, who due to their ongoing...

  • Ifa Administrator

    5 days ago

    Milton Keynes, United Kingdom NJR Recruitment Full time

    **Location** **Salary** **Posted on** **Reference** *** Milton Keynes £24000 - £28000 16/02/2024 NJR13405 DESCRIPTION IFA Administrator Milton Keynes 23,0000 - 28,000 Early finish every Friday, Exam support and funding + progression is also available NJR are currently working with a well-established Financial Planning Practice, who due to their...

  • Ifa Administrator

    4 days ago

    Milton Keynes, United Kingdom NJR Recruitment Full time

    **Location** **Salary** **Posted on** **Reference** *** Milton Keynes £24000 - £28000 12/04/2024 NJR13405 DESCRIPTION IFA Administrator Milton Keynes 23,0000 - 28,000 Early finish every Friday, Exam support and funding + progression is also available NJR are currently working with a well-established Financial Planning Practice, who due to their...

  • Ifa Administrator

    5 days ago

    Milton Keynes, United Kingdom NJR Recruitment Full time

    **Location** **Salary** **Posted on** **Reference** **Milton Keynes £24000 - £28000 24/11/2023 NJR13405 DESCRIPTION IFA Administrator Milton Keynes 23,0000 - 28,000 Early finish every Friday, Exam support and funding + progression is also available NJR are currently working with a well-established Financial Planning Practice, who due to their ongoing...

  • Ifa Administrator

    5 days ago

    Milton Keynes, United Kingdom NJR Recruitment Full time

    **Location** **Salary** **Posted on** **Reference** **Milton Keynes £24000 - £28000 17/02/2023 NJR13405 DESCRIPTION IFA Administrator Milton Keynes 20,000-25,000 Early finish every Friday, Exam support and funding +Progression is also available NJR are currently working with a well-established Financial Planning Practice, who due to their ongoing...

  • Ifa Administrator

    4 weeks ago

    Milton Keynes, United Kingdom NJR Recruitment Full time

    **Location** **Salary** **Posted on** **Reference** *** Milton Keynes £24000 - £28000 15/04/2024 NJR13405 DESCRIPTION IFA Administrator Milton Keynes 23,0000 - 28,000 Early finish every Friday, Exam support and funding + progression is also available NJR are currently working with a well-established Financial Planning Practice, who due to their...

  • Ifa Administrator

    4 weeks ago

    Milton Keynes, United Kingdom NJR Recruitment Full time

    **Location** **Salary** **Posted on** **Reference** **Milton Keynes £24000 - £28000 27/11/2023 NJR13405 DESCRIPTION IFA Administrator Milton Keynes 23,0000 - 28,000 Early finish every Friday, Exam support and funding + progression is also available NJR are currently working with a well-established Financial Planning Practice, who due to their ongoing...

  • Ifa Administrator

    4 weeks ago

    Milton Keynes, United Kingdom NJR Recruitment Full time

    **Location** **Salary** **Posted on** **Reference** **Milton Keynes £24000 - £28000 29/11/2023 NJR13405 DESCRIPTION IFA Administrator Milton Keynes 23,0000 - 28,000 Early finish every Friday, Exam support and funding + progression is also available NJR are currently working with a well-established Financial Planning Practice, who due to their ongoing...

  • Ifa Administrator

    4 weeks ago

    Milton Keynes, United Kingdom NJR Recruitment Full time

    **Location** **Salary** **Posted on** **Reference** *** Milton Keynes £24000 - £28000 20/03/2024 NJR13405 DESCRIPTION IFA Administrator Milton Keynes 23,0000 - 28,000 Early finish every Friday, Exam support and funding + progression is also available NJR are currently working with a well-established Financial Planning Practice, who due to their...

  • Ifa Administrator

    4 weeks ago

    Milton Keynes, United Kingdom NJR Recruitment Full time

    **Location** **Salary** **Posted on** **Reference** **Milton Keynes £24000 - £28000 19/04/2023 NJR13405 DESCRIPTION IFA Administrator Milton Keynes 23,0000-28,000 Early finish every Friday, Exam support and funding +Progression is also available NJR are currently working with a well-established Financial Planning Practice, who due to their ongoing...

  • Administrator

    4 weeks ago

    Milton Keynes, United Kingdom Central and North West London NHS Foundation Trust Full time

    An exciting opportunity has arisen in a busy community drug and alcohol service in Milton Keynes. We are looking for an experienced administrator to support business and reception functions in ARC-MK. We are looking for someone with experience working in healthcare settings with an eye for detail to support core business functions including data...

  • Sales Administrator

    3 weeks ago

    Milton Keynes, United Kingdom Octane Recruitment Full time

    Sales Administrator Vacancy - Motor TradeLocation: Milton KeynesSalary: £26,500 + bonus (OTE 30k+)Hours: Monday-Friday - 8.30am - 5.30pm - Can be flexibleOC17582We are currently recruiting for a Sales Administrator for our clients main dealership in the Milton Keynes area. Ideally looking for someone who has previous experience as a Sales Administrator with...