Financial Services Administrator

We don’t have staff at eparaplan Connect we have a ‘family’ and we want to increase our family to support the continued growth of our business.

If you are looking for your next role, a step up or just a change and want to work with a company who has care and kindness as well as professionalism and career progression at its heart for its team, then you are looking at the right job description.

Would you like to work here?
- Working in a peaceful converted barn in a Rutland village
- 4pm finish on Fridays
- A great holiday package, with Xmas shutdown in addition
- Funded exam support plus 2 days off for revision and the exam
- Personal and professional development pathways
- An employer willing to put you through Professional standards, including but not limited to The International Paraplanner Standard, ISO 22458 The Vulnerability Standard of Excellence, BS8677 The Business and Operations Management Standard of Excellence.
- Flexible/Hybrid/Remote working
- Opportunities for career progression (inc. paraplanning, management, compliance, advice)
- Casual dress code (we even provide funky company branded tops)
- Competitive salary
- Company pension
- Life Insurance
- Tech and Cycle Schemes
- EAP, well-being check-in
- 4 paid health and wellbeing days each year
- Paid time off for medical appointments
- Free eye tests
- Back care with osteopathy
- Free Yoga classes
- Birthday voucher & cake (sometimes with cream)
- Social days out
- Free office foodies
- Free On-site parking

We are Eparaplan - a successful, busy and growing financial services outsource business, supporting financial advisers with everything they need. Administration Support is a fundamental part of our service and we need to add to our brilliant team, who deal with:

- Diary management, organising and booking meetings
- Preparing client meeting packs
- Maintaining client files, and business registers
- Ability to work autonomously
- Liaising with platforms and providers, and clients
- Completing fund switches, sales/withdrawals and other transactions
- Supporting the technical paraplanning team
- Answering telephone calls
- Scanning and actioning post

No two days are the same and you certainly won’t be bored There is a lot of opportunity for real job satisfaction as the work we do often leads to the end client achieving their life goals and dreams.

Being an independent business but linked to a very large adviser firm, we offer a small company feel with big company opportunities.

If you are the following, we want to hear from you:

- Have some experience of working in an IFA environment
- Have knowledge about pensions, investments and protection
- Organised and clear thinking
- Motivated to do your best and get things done
- Comfortable with Word, Excel and Outlook
- Willing to learn new things
- Knows how to prioritise - always aware of deadlines and customer & business needs
- Flexible - can you cope with a variety of processes and systems, and can you reprioritise every day?
- Effective communicator - build relationships and trust, and get what you need
- Commercially minded - can you be accurate and efficient?
- Team player - happy to pick up a colleague’s work, no matter what it is
- Have a sense of humour and don’t take yourself too seriously

Once trained, the team are given direction and guidance but are ultimately expected to manage their own working day and tasks in accordance with our timescales and service levels. There's no shoulder standing here, we love autonomous working

Salary £20-25,000

**Job Types**: Full-time, Part-time, Permanent

**Salary**: £20,000.00-£25,000.00 per year

Additional pay:

- Bonus scheme

**Benefits**:

- Additional leave
- Casual dress
- Company events
- Company pension
- Cycle to work scheme
- Flexible schedule
- Life insurance
- On-site parking
- Wellness programmes
- Work from home

Schedule:

- Monday to Friday

COVID-19 considerations:
We have a full Covid-19 Risk Assessment that is available to all on entry.