Administrator

Hours: Monday - Friday 9.00am - 5.00pm (35 hours)

**Salary**: £19,500 - £25,000 Dependant on experience and qualifications

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

My Client is a national financial planning and wealth management group which operates from 20 offices across the UK employing over 250 staff, including over 80 highly qualified advisers.

It provides impartial, specialist advice for individuals, corporates and trustees on pensions, retirement planning, inheritance tax planning, investments and group risk and business protection matters, often working closely with other professional advisers such as accountants and lawyers.

The group differentiates itself by having a strong and ethical client-centric culture, a robust compliance approach and a clear focus on developing its pipeline of trainee adviser talent through its workplace based in-house Training Academy. CBPE Capital LLP made a major investment to support the Group’s management team with their continued focus on providing high quality advice to their existing client base, growing organically and making selective acquisitions.

Role Description:
Specific Responsibilities:
The key duties of the role are listed below:
Taking phone calls, inquiries and requests, and handling them where appropriateClient correspondence, written and verbalProcessing New BusinessPreparation of client review packsArranging client meetings and managing the Adviser’s diaryIllustration requestsBack-office supportEnsure that all financial planning client administration is carried out in accordance with the Firm's proceduresMaintain client records on the company software and ensure the client and firm's files are well presented, accurate and compliantDue to the nature of the business, the role may also include additional responsibilities considered reasonable

Experience & Skills:
The role requires a reliable individual who has the ability to manage and prioritise workloads, so excellent organisational abilities are essential.

Key requirements are:
Previous experience working in a Financial Planning firm is essential

CII Level 3 Qualifications in Financial Administration preferable, if not training will be provided to achieve these

Good working knowledge of IO and Platform experience essential.

An understanding of Model Portfolios/DFMs preferable

Excellent planning, organisational and multitasking abilities are essential

Excellent communication skills at all levels

Ability to produce concise business correspondence, proofread for grammar, spelling and punctuation with a high degree of accuracy

Analytical and problem-solving skills

Flexibility/ adaptability to cope with change

Confident with IT and office software packages including Teams, Outlook, Word, Excel and PowerPoint

A team player with a positive attitude

**Salary**: £19,500.00-£25,000.00 per year

Schedule:

- Monday to Friday

Ability to commute/relocate:

- Malborough, Devon: reliably commute or plan to relocate before starting work (required)