Financial Planning Administrator

2 months ago


Bristol, United Kingdom Harold Stephens Full time

Harold Stephens is an established IFA firm helping retiree clients predominantly local to our office on the High Street in Westbury on Trym. Our entrepreneurial Director, Richard Higgs is a Chartered Financial Planner with over 20 years’ experience, and he is currently seeking to take on a full-time financial planning administrator (on-site) due to our substantial, sustained growth and progression of current employees.

The role is perfect for someone with some financial planning administration experience, or someone with other admin experience with an interest in finance.

**Key areas of Responsibility**:

- Maintenance of all client records
- Preparing client files for meetings
- Managing letters of authority requests and processing
- Act as client’s contact to providers
- Ensure money laundering checks are carried out
- Keep clients informed of progress and send any documentation required efficiently
- Carry out monthly policy valuation updates on client database
- Produce accurate valuation reports
- Be the first point of contact for administration related queries for clients

**Experience/Key skills**:
**Essential**:

- Excellent communication skills, both verbal and written, and ability to communicate with colleagues and clients at all levels.
- Self-motivated, with an ability to work and think under own initiative.
- Ability to work within agreed business processes.
- Attention to detail and accuracy.
- Able to work methodically, accurately and neatly.
- Good IT skills.
- Ability to work to agreed outcomes without supervision.
- Able to work as part of a team.

**Desirable**:

- Previous experience of working in an IFA company

**Qualifications**:
**Desirable, but not essential**:

- Working towards Level 4 - Diploma in Financial Planning/Regulated Financial Planning
- CF1 certificate
- We would consider funding relevant qualifications
- **What can we offer you?**_
- £22,000 - £27,000 per year (dependent on experience)
- Bonus structure
- 23 days holiday plus bank holidays
- Pension
- Full time hours or 4 days minimum considered
- A friendly and supportive team, enjoying regular team activities

**How to apply**

Harold Stephens is an equal opportunities employer and is committed to a policy of treating all its employees and job applicants equally regardless of race, colour, ethnic origin, nationality, national origin, religion or belief, gender, sexual orientation, gender reassignment, age or perceived age, marital or civil partnership status or disability.

**Salary**: £22,000.00-£27,000.00 per year

**Benefits**:

- Company pension

Schedule:

- Monday to Friday

Supplemental pay types:

- Bonus scheme

Ability to commute/relocate:

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

Work Location: In person

Reference ID: Harold Stephens - Financial Planning Administrator



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