Administrator
3 days ago
**About us**
We have over 25 years of experience providing expert financial advice for both businesses and individuals. Our aim is to provide a high level of service. We believe keeping a small dedicated professional team around us ensures continuity and quality. We know that ‘our advice is our company’. As a result of this our business has thrived.
**Role**
- Supporting the businesses financial advisers with administration/support duties relating to a range of Investments and Pensions, including SIPP providers and pension drawdown cases.
- Preparing and maintaining client files and annual review packs, including valuation statements.
- Client liaison and responding to client requests.
- Using providers platforms to complete transactions and request policy information.
- Adherence to GDPR regulations and client confidentiality.
- Understanding of the Financial Planning process.
- Able to work within defined business processes.
- Ability to achieve agreed outcomes without supervision.
- Able to prioritise and plan own workload.
- Excellent inter-personal skills, both written and verbal.
- Ability to multi-task and prioritise effectively.
**Essential Skills**
- To be a logical thinker that uses initiative
- Excellent attention to detail
**Desirable skills**
- A knowledge of financial services
- Experience with Intelligent Office
**Package**
- Salary Range - £20,000 - £30,000 depending on experience & qualifications
- Pension Contribution
- 26 days holiday
- Holiday purchase scheme
- Monday - Friday 9.00 - 17.00
Pay: £25,000.00-£30,000.00 per year
Additional pay:
- Yearly bonus
**Benefits**:
- Company events
- Company pension
- Financial planning services
- Free parking
- Life insurance
Schedule:
- Monday to Friday
- No weekends
Work Location: In person
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