IFA Administrator

1 month ago

Greater Preston Area, United Kingdom Juniper Full time

Who we are at

  • Juniper Wealth Management are a small financial planning firm who are looking to grow the team this year. We provide ongoing advice to approximately 300 clients and we are growing steadily.
  • We are committed to providing the training and support to help all our staff reach their full potential.
  • We are a bunch of nice people; even if we do say so ourselves


We are looking for

  • 2 years’ experience working in an administrative role at a financial advice firm.
  • Someone with attention to detail and a passion for process, organisation and all things administration.
  • Excellent verbal and written communication skills.
  • A willingness to learn and try new things.
  • Someone who can manage a reasonable workload and manage their time.
  • An administrator excited by the idea of being part of a small, friendly team where you will see every part of the business.
  • Passionate about financial planning and the good it can do.
  • Interested in the human side of the job; we deal with the hopes, dreams and fears of real people, not just numbers.
  •  


What you’ll be doing

  • Working closely with Financial Advisers and their clients to achieve their goals.
  • Working with clients who have NHS Pensions.
  • New business administration – ensuring new clients experience a smooth process.
  • Dealing with administrative tasks arising out of meetings.
  • Communicating with clients and providers by telephone and email.
  • Doing whatever else comes along; we’re a small firm and we all need to muck in.


The package

  • Competitive salary with clearly mapped out progression.
  • Team based annual bonus based on - so we’re all pulling in the same direction
  • 20 days holiday plus bank holidays. In addition, we close between Christmas and New Year; who wants to be working then?


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