Administrator

Confidential; Devon and Torbay; Hybrid; GBP 25,000 - 30,000; Full time

Benefits offered by this job

25 days annual leave

8 public holidays

Pension

Income protection

Private health care

Free parking

Hybrid working

Job summary

Confidential is seeking an Administrative Assistant to join our Chartered Financial Planners firm. You will support advisers and the Practice Manager, handling communications with clients and ensuring records are current and accurate.

The role offers a hybrid working pattern once training has been completed, with progression potential toward paraplanning and ultimately to becoming a Financial Adviser. Salary ranges from 25,000 to 30,000 depending on experience.

Qualifications

• Experience in the Financial Services Industry is preferred.
• Evidence of progress in CII Examinations is advantageous.
• Strong administrative experience is required.

Responsibilities

• Provide administrative support to advisers and the Practice Manager.
• Maintain excellent communications with internal and external customers in writing and verbally.
• Have a good working knowledge of Microsoft Word and Excel.
• Keep client files updated (paper and electronic) reflecting correct information.
• Identify and investigate anomalies in information held on file.
• Input data into the Intelligent Office system and prepare client meeting materials.
• Make appointments in advisers' diaries and assist in preparing files for meetings.
• Assist with reception and general office duties as required.

Skills

Administrative experience

Financial services interest

Education

CII examinations progress

Tools

Intelligent Office

Microsoft Office

Job description

Your new company

We are looking to recruit an Administrative Assistant to join our firm of Chartered Financial Planners. As a business, we look to enable personal development and reward effort within a professional but friendly working environment. Our ideal candidate would have relevant experience in the Financial Services Industry, but we are open to other relevant experience. Evidence of Progress in the CII Examinations (or equivalent) would be an advantage and we offer support for further study. Whilst the position is an administrative one there is a career path which, for the right individual, could see progress into a Paraplanning role and, ultimately, to becoming a Financial Adviser. Hours of work are Monday - Friday 9am - 5pm - 1 hour for lunch and a hybrid working opportunity once training has been done. Salary depending on experience relevant to the role is 25,000 - 30,000.

Your new role

• Provide administrative support to the firm's advisers and the Practice Manager.
• Maintain excellent standards of communications with both internal and external customers, both orally and in writing (letters and emails).
• Have a good working knowledge of Microsoft Office, principally Word and Excel.
• Ensure that client files and records, both paper and electronic, are up to date, neat and, as far as possible, reflect correct information
• Identify and investigate any anomalies found in the information held on file.
• Produce illustrations, process applications and administer existing business within agreed timescales whilst maintaining high levels of accuracy, making full use of online portals and product providers' intranets.
• Make appointments in advisers' diaries and assist in preparation of files for client meetings.
• Input information such as Confidential Financial Reviews, New Business, etc onto the Intelligent Office system, as required, in an accurate and timely manner.
• Maintain an accurate diary system and act, as appropriate.
• Use reporting functions in IO to produce review lists and produce valuations for clients.
• Assist in general office duties such as answering the telephone, reception and post, etc., as required.

What you'll need to succeed

• Previous strong administrative experience
• A keen interest/experience/qualifications in financial services

What you'll get in return

• 25 days annual leave as well as 8 annual public holiday dates.
• The firm encourages staff members to further their industry knowledge by undertaking further study and exams.
• Workplace pension and Income Protection cover.
• Aviva Health Care cover.
• Free parking on site on office days
• Hybrid working scheme