Financial Advice Administrator

Mills & Reeve; Hartford; Hybrid; GBP 60,000 - 80,000; Full time

Job summary

A leading financial services firm is looking for a Financial Advice Administrator to join their Personal Wealth Business. This full-time role in the UK requires overseeing administrative tasks for Financial Advisers and directly interacting with clients. The successful candidate will have experience in an IFA firm and strong organizational skills. You will enjoy a flexible hybrid work model, initially working one day in the office and four days from home, with potential for more flexible arrangements in the future.

Benefits

Flexible employee benefits

Mental health and wellbeing assistance

Regular social activities

Qualifications

• Experience within an IFA/Financial Planning firm is required.
• Sound knowledge of Microsoft Office applications is essential.
• Ability to prioritize tasks effectively under pressure.

Responsibilities

• Provide administrative service for Financial Advisers.
• Maintain client records within the IO database.
• Manage basic client queries via phone and email.

Skills

Attention to detail

Excellent communication skills

Ability to multi-task

Organizational skills

Tools

Microsoft Word

Excel

PowerPoint

IO database

Job description

Overview

We currently have an exciting opportunity to join our Personal Wealth Business as a Financial Advice Administrator on a full‑time basis in either our Glasgow or Edinburgh office.

Responsibilities

• Provide an efficient administration service for Financial Advisers; assisting the Advisers in the procurement and processing of new business and the servicing of existing clients.
• Work closely with the financial adviser and paraplanner to ensure a high standard of advice and service to clients.
• Work closely with the provider admin to ensure they have the information required to communicate and liaise effectively with external product providers to obtain policy‑specific information and to ensure business is completed within SLAs.
• Populate and maintain client records within our IO database.
• Produce all relevant paperwork for the client, on behalf of the Adviser, including quotations, illustrations and valuations.
• Process all new business documentation in accordance with the agreed service and quality standards.
• Deal with basic queries from clients, Advisers or colleagues, taking the appropriate action to ensure the query is dealt with in a timely and effective manner.
• Provide professional customer service to new and existing clients via telephone, email and face‑to‑face when required.
• Process and scan post.
• Working pattern: Flexible hybrid – initially one day per week in the Glasgow office and four days from home, potentially reducing to one‑two office days per month once settled.

Qualifications

• Have experience within an IFA/Financial Planning firm.
• Be experienced in dealing with product providers regarding a range of pensions and investments.
• Be integral to seeing business through from the start to the end of the process, which may also involve dealing with clients.
• Good working knowledge of the IO database is preferred.
• Sound knowledge of Microsoft Word, Excel and PowerPoint; thorough, with a high degree of accuracy.
• Excellent attention to detail.
• Able to multi‑task and prioritise effectively.
• Excellent communication skills.
• High level of organisational skills.
• Team player with a hands‑on motivational approach.

Benefits

• A flexible selection of employee benefits, so you can choose a package that best matches your lifestyle and needs.
• A collaborative and encouraging work environment where your thinking and ideas are encouraged.
• On‑site mental health and wellbeing assistance.
• A commitment to helping you develop both personally and professionally, with mentoring opportunities and access to our award‑winning learning portal, Aspire.
• Regular social activities, in addition to three days paid volunteering leave each year and a day's leave to celebrate your birthday.
• Hybrid working so you can enjoy the positive wellbeing of working from home as well as the benefits of meeting colleagues in our sociable, modern office environments – with the expectation of two ‘in‑office’ days per week.
• A flexible working window, allowing colleagues the freedom to work flexibly between the hours of 7am and 7pm.

Company Overview

We thrive on tackling complex problems. Our independence lets our people be themselves and think freely, while working in a collaborative, supportive environment. We love innovative, independent thinking and want everyone to share their ideas. With over 1000 employees, we are proud to be recognised by numerous industry awards and are committed to developing our people and encouraging everyone to carve out their own career path.