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Financial Administrator

5 months ago

Pickering, United Kingdom Colyer Associates, Senior Partner Practice of St. James's Place Full time

**We are still looking for two new team members to join our growing team?**

We are an ever expanding team, with currently three Advisers, Operations Director and six Specialist Financial Administrators.

Our adviser support team (Specialist Financial Administrators) are incredibly busy and need two additional team members to assist them to deliver the highest standards of client service. Would you like to join our busy office and begin a career in Specialist Financial Administration. The role is both interesting and challenging.

We are a Managing Partner Practice of St. James's Place Wealth Management plc. Colyer Associates is an established practice of 15 years. Our clients are based locally and across the UK.

**The Role**:
You will be working in a fast-paced environment, and we are looking for pro-active individuals. Our in house training takes into account your individual style of learning, and we positively encourage ongoing professional development through CII qualifications.

The Financial Administrators roles are full time, permanent positions, Monday to Friday, offering a generous package, **with ongoing salary increases as you develop your skills**, and other additional extras including a bonus scheme, your Birthday off to celebrate and inclusion into our long-term incentive plan.

Some of your responsibilities following training will include:

- Preparation of documentation for client meetings.
- Preparing illustrations, suitability letters and managing cases to completion.
- Liaise with advisers to obtain accurate information to complete cases.
- Assess information provided by third parties.

You will also:

- Develop technical knowledge with ongoing support and inhouse training.
- Develop enviable administration skills.

**You are not required to have any previous experience in finance or administration, just a willingness to learn**

You should however have a good understanding of Microsoft systems including Word, Outlook and Excel. Most importantly you will have a willingness and desire to work together with your colleagues, and provide our clients with superb service.

The role is interesting and challenging, you need to be quick-thinking, enjoy using your initiative, have a ‘can do’ working style and most importantly enjoy being part of our busy friendly team.

**Salary**: From £21,000.00 per year

**Benefits**:

- Additional leave
- Financial planning services
- On-site parking

Schedule:

- Monday to Friday

Supplemental pay types:

- Loyalty bonus
- Yearly bonus

Ability to commute/relocate:

- Pickering: reliably commute or plan to relocate before starting work (required)

Work Location: In person

Expected start date: 05/06/2023