Financial Planning Administrator

Exchange Street Claims ltd; Bradford-on-Avon; On-site; GBP 25,000 - 35,000; Full time

Job summary

An evolving IFA business offers a unique opportunity for aspiring administrators. This role promises stability and growth within a supportive team environment, emphasizing employee development and fair rewards. With a structured onboarding process, ongoing training, and a dedicated mentor, you'll thrive in a culture that values your input. As the firm expands, your contributions will be pivotal in shaping its future. If you're detail-oriented and eager to learn, this position could be your gateway to a fulfilling career in financial services.

Benefits

Company pension scheme with enhanced contributions

Employee Assistance Programme

Full training with a designated mentor

Free Eye Test Vouchers

Discretionary Company Sick Pay

Qualifications

• Experience in financial planning administration is required.
• Attention to detail and eagerness to learn are essential.

Responsibilities

• Support planners and paraplanners by liaising with clients.
• Process new business and prepare client meeting packs.

Skills

Attention to Detail

Communication Skills

Organizational Skills

Financial Planning Knowledge

Education

Experience as a Financial Planning Administrator

Job description

This IFA business is evolving. But rather than selling to a consolidator they're keeping succession planning in-house.

That means stability. It means modernisation and for you, opportunity.
It's already a successful, profitable company. But with succession planning in mind they've conducted a review and have recognised the need for investment. That will include the potential acquisition of other firms but also investment in its staff.

Which is where you come in.

They have several vacancies to join their existing team, a team where retention is the watchword. Most of the team have been here for more than seven years and that doesn't happen by accident.

It happens when you nurture and develop people. It happens when you trust and empower them. And it happens when you reward them fairly for the work they do.

This includes structured onboarding and regular reviews with two-way feedback. It includes ongoing training and support with exams. But it also includes getting your own mentor.

They're currently recruiting for a number of administrators. The admin team currently includes 4 employees but the intention is for this to grow to 6 or 7 in the next few months.

You'll support the firm's planners and paraplanners, liaising with clients and providers and processing new business. You'll also prepare client meeting packs and take ownership of arranging letters of authority.

This position comes with a starting salary of between £25,000 and £35,000 depending on experience and qualifications. There's also a range of benefits:

• Company pension scheme with enhanced company contributions
• Employee Assistance Programme – Health Assured (a 24 hour helpline to support you through any of life’s issues or problems. This is confidential, easy to access and often 1-1 counselling sessions are included as necessary)
• Full training with a designated mentor to support the right candidate
• Free Eye Test Vouchers
• Discretionary Company Sick Pay

This is a business that is evolving. That quest to improve and invest speaks of a culture of humility and a drive to be the best business possible. And in such an environment your voice will be heard.

HERE'S WHAT YOU'LL NEED:

You'll have at least some experience as a financial planning administrator.

The firm are hiring two junior administrators where the amount of experience is less important than character, the ability to learn and attention to detail. For those seeking the higher end of the salary bracket then levels of experience and exam progress will be of keener interest.

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