Financial Planning Administrator

CV Elite Limited; England; Hybrid; GBP 27,000 - 35,000; Full time

Job summary

A financial planning firm is seeking a Financial Planning Administrator to support Financial Planners and Paraplanners. The ideal candidate will have excellent administrative skills and a proactive approach, with training provided for career development in the financial planning industry. This role offers a competitive salary and hybrid working arrangements.

Benefits

25 days holiday plus bank holidays

Pension

Group income protection

Professional development support

Qualifications

• Previous experience in a professional services environment.
• Keen to learn and embracing of change.
• Detail-oriented with strong organisational skills.

Responsibilities

• Provide administrative assistance for financial planning services.
• Liaise with Financial Planners and clients to ensure smooth processes.
• Process new and existing business and onboard new clients.

Skills

Previous administration experience

Excellent administrative and organisational skills

Proactive team player

Strong written and verbal communication skills

Competent with MS Office programmes

Job description

Overview

I am recruiting a Financial Planning Administrator / Client Services Assistant / IFA Administrator 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 happy to consider candidates who would either 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-£35,000 basic salary (starting salary dependant on experience) plus an exceptional benefits package including 25 days holiday + bank holidays + pension + 4 x salary death in service + group income protection benefit + continued professional development.

Flexible working: We are happy to provide hybrid and flexible working.

The Company

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
• 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 (Intelligent Office), whilst adhering to their compliance policy
• General administration as required to support the business.

Skills and Experience

• Previous administration experience gained working in a highly involved support capacity 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 / Client Services Assistant / IFA 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