Financial Administrator

1 week ago

Exeter, United Kingdom Shipman Financial Planning Ltd Full time

_Financial Services Administrator _
**About us**

**Company description**

As a business we are growing rapidly through growth and acquisitions meaning we are creating new and exciting opportunities.

Our expertise lie in advising clients who want a personal and unbiased financial planning process enabling their objectives to come to life.

We always aim to constantly exceed client expectations and develop long-term, personal relationships with our clients.

Over time, we become the ‘trusted adviser’. Working to assist clients in all aspects of their financial and succession planning

We employ highly qualified, ethical and empathetic advisers and support staff.

Our clients include successful entrepreneurs, family businesses, partners in large legal firms, senior medical consultants, high profile charities and family trusts.

**Job description**

Previous experience and qualifications would be an advantage but we will consider those with no experience who are looking for an opportunity to get into the financial services industry at entry level.

To provide administration support to the Directors, Advisers and para-planners. To promote the Company in a good light. Remain customer service focused at all times and ensure empathy with our customer’s needs at all times.

1. To have a thorough understanding of the sales process, client file requirements and FCA requirements.

2. To deliver what clients perceive to be a personalised and high quality service.

3. To familiarise yourself with each clients circumstances, objectives and timescales in order to provide a personalised service.

4. To oversee and manage workflow between the adviser, para-planner and client.

5. Prepare information packs prior to client meetings.

6. Type up client meeting minutes.

7. Obtain information from providers on clients existing financial arrangements and prepare client valuations.

8. Input all client information and history into the back office system.

10. Be a point of contact for client queries.

11. Deal with client and provider correspondence.

12. Ensure that the client file is compliant.

13. Assist the Directors with all aspects of a good customer experience and identify any improvements that can be made.

14. Organise client meeting and reviews, including diary management.

15. Prepare review packs ahead of client meetings.

16. Scan all client documentation and file in line with company procedure.

17. Ensure that team targets are exceeded.

18. To follow Company and FCA procedures at all times.

19. Attend training and to develop relevant knowledge, techniques and skills.

20. Aware of and complying with the rules of the FCA and set procedures of the business to achieve compliance.

21. Comply with the requirements laid down in the Compliance and Administration procedures.

22. Applies knowledge in practical situations where appropriate.

23. To provide assistance to colleagues when required.

24. Undertake other such administration duties on a day-to-day basis as requested.

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

**Salary**: £19,000.00-£26,000.00 per year

**Benefits**:

- Company pension
- Work from home

Schedule:

- Monday to Friday

Supplemental pay types:

- Bonus scheme
- Yearly bonus

Ability to commute/relocate:

- Exeter, EX5 2FN: reliably commute or plan to relocate before starting work (required)

Work Location: Hybrid remote in Exeter, EX5 2FN

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