Financial Services Administrator
3 weeks ago
Position Overview: We are seeking a dedicated and experienced Financial Services Administrator to join our team. The successful candidate will possess a minimum of 3 years' experience in a similar role within an Independent Financial Advisory (IFA) environment, focusing on Financial Planning.
Key Responsibilities:
- Maintain and update the client database using Intelliflo.
- Provide comprehensive support to financial advisers in accordance with company protocols.
- Conduct fund and plan performance analysis.
- Source and generate provider illustrations.
- Assist with income modeling and cash flow planning, depending on experience.
- Gather tax information and perform tax calculations.
- Carry out pension calculations, based on experience.
Benefits:
- Disability Income Support covering 2 times the income.
- Membership in a Health Cash Plan.
- Initial enrollment in a workplace pension with a 5% employer contribution after a specified period.
- Starting with 22 days of annual leave, increasing to 25 days, with additional days accrued after 5 and 10 years of service.
- Participation in a discretionary bonus scheme for non-advisory staff.
Working Hours: This role offers flexible working hours, allowing for 5 hours a day between 8 AM and 6 PM, Monday to Friday, following the initial training period. Standard office hours are 8 AM.
Professional Development: Our organization supports ongoing education, with a pathway to achieving the Diploma qualification through the CII, specifically the Regulated Diploma in Financial Planning.
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