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Administrator
My client is a Chartered Financial Planning firm that exists to educate, enrich, and empower all through our goal-based holistic financial planning. Their reason for being is to provide clients with security, peace of mind, and the ability to focus on what truly matters in life.
About you
To thrive in this role and embody our values, you’ll need Administration experience in a financial planning company for at least two years.
Problem-solving skills: Evident in handling time-sensitive transactions and supporting client queries.
Pioneering spirit: Identifying inefficiencies in processes or how information is gathered and dealt with to enhance the client experience.
Growth mindset: Experience across a wide range of financial planning areas, with a commitment to continual learning and improving your expertise.
Care and attention to detail: Exceptional attention to detail, a positive approach, and organisational skills that ensure clients’ financial transactions are executed seamlessly.
Technical Skills
Strong capability with technology and systems, including CRM, project management tools, and investment platforms, aligning with our pioneering approach to leveraging technology for efficiency.
A solid understanding of financial transactions, including investments, insurance policies, sales, fund switches, and withdrawals, and a proactive approach to streamlining processes.
Financial administration qualifications are an advantage, reflecting your dedication to personal growth and professional development.
Responsibilities
Processing authority letters and gathering financial data for new clients and annual reviews.
Preparing application forms and client documentation.
Processing financial transactions on platforms.
Preparing client reviews, including gathering financial data, updating goals information and setting up meetings.
Dealing with the post, emails and any correspondence relating to clients or their financial situation.
Providing administrative support to the financial planners and paraplanners as required.
Supporting clients with administrative queries and communication as required.
What we offer
A supportive team culture that celebrates growth and encourages innovative, client-centric solutions.
Comprehensive training and mentoring, with all qualifications and development costs covered.
Flexibility with hybrid working and a focus on work-life balance. Our West Bridgford office is open Tuesday-Thursday, with remote working on other days.
An attractive benefits package, including a competitive salary, pension, life insurance, online GP access, generous holidays with buy-more options, and more.
This is a full-time and employed role. Salary depends on experience.
