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Financial Services Administrator Role
2 months ago
This exciting opportunity is ideal for current Administrators working within Financial Services who are keen to join a growing company with ambitious plans ahead.
You will be providing administrative support to a team of Financial Advisors who deliver holistic financial planning to clients. The business values the role you play in helping the team deliver a quality service.
Key Responsibilities:- Process and chase new business opportunities
- Obtain illustrations, projections, and valuations
- Answer and assist with client queries
- Accurately update and maintain information on the back office system
- Prepare documents for suitability reports
- Liaise with clients and providers
- Prepare client meeting packs
The business is committed to supporting the growth and development of its individuals, and would openly support your progression into areas such as paraplanning, advice, compliance, or management.
Requirements:- Experience as an Administrator within a financial services environment
- Good knowledge of financial planning processes, products, and how a Financial Advisor operates
- Motivation to join a growing business and be part of its exciting journey
- Open-mindedness to candidates with administration experience in other areas of financial services
This growing IFA firm is led by highly respected names in the industry, with the backing of a private equity firm. They are currently on a rapid growth phase, with £4.5bn of AuM, and are looking to build a strong team of passionate and skilled individuals.
Benefits:- Salary of £26,000 - £32,000
- Company benefits including 4x DIS, PMI, Group Income Protection, Employee Assistance programme, medicash, 5% pension, discretionary bonus, and 28 days holiday + bank holidays, rising to 30 days
- Hybrid working with a 60/40 split of office and home working
- 37.5 hours per week
- Excellent career progression with individual development plans shaped around your desired career path
