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I am recruiting a Financial Planning Administrator / Client Services Assistant to join the team at Bourlet Consulting, an independent, Chartered and Accredited Financial Planning firm based in beautiful offices near Corsham (SN13).
The Role: Working in a collaborative, fast paced and client focused team, the role of Financial Planning Administrator involves providing administrative support to the Financial Planners and Paraplanners, working with them to deliver an exceptional financial planning service to their clients.
The Person: We are keen to consider candidates who would like to develop a career within the financial planning industry, keen to learn and work towards becoming Diploma qualified (training and support with exams will be provided), or a highly competent administrator who enjoys working in a varied and involved support role.
Either way, the successful Financial Planning Assistant will be proactive, organised and detail orientated, with excellent administrative and customer service skills. They are likely to have experience of working in a professional services environment, but they will not be expected to know the intricacies of financial planning as training and support will be provided.
Salary and Benefits: £27,000-£30,000 basic salary (starting salary dependant on experience and increased by £1000 with each exam passed) plus an exceptional benefits package including 25 days holiday + bank holidays + flexible/hybrid working + pension + 4 x salary death in service + group income protection benefit + continued professional development.
The Company: Bourlet Consulting was founded in 2003 to provide their clients with outstanding value and an unmatched personal service. They provide advice that is proactive, clear and engaging, helping their clients to make the most of their lives, while giving them peace of mind and confidence in their financial future.
Financial Planning Administrator, Responsibilities:
- Provide the administrative assistance involved in the delivery of financial planning services to clients, ensuring the service is delivered on time and to a consistently high standard.
- Liaise with Financial Planners, Paraplanners, providers and clients via email, phone or face to face to ensure a smooth and compliant client process.
- Develop relationships with clients, arranging and preparing for initial and review meetings.
- Process new and existing business.
- Effectively onboard new clients
- Assist Paraplanners with the creation of suitability letters and reports.
- Liaise with product providers and other third parties as necessary, obtaining policy information and updating records.
- Record and maintain accurate data using the company’s back-office computer system, whilst adhering to their compliance policy
- General administration as required to support the business.
Financial Planning Administrator, Skills and Experience:
- Previous involved administrative experience gained in a professional services environment - Financial Planning experience is not essential.
- Keen to learn and embracing of change.
- Excellent administrative and organisational skills with a keen eye for detail.
- A proactive, collaborative team player with a caring and customer centric approach, who takes pride in providing a service of the highest standard.
- Strong written and verbal communication skills
- An aptitude for technology and competent with MS Office programmes.
Dawn O’Shea is recruiting the Financial Planning Administrator directly on behalf of Bourlet Consulting so NO AGENCIES PLEASE. If you are successful in being shortlisted, you will be contacted within 14 days to discuss the role and your requirements in more detail.
