Financial Planning Administrator

CV Elite Limited; England; Hybrid; GBP 29,000 - 35,000; Full time

Job summary

A financial planning company in England is looking for a Financial Planning Assistant to support in delivering services to high-net-worth clients. This role requires experience in financial services and strong administrative skills. The successful candidate will benefit from a competitive salary up to £35k and a generous benefits package including hybrid working, professional training support, and a pension contribution. This position accommodates a flexible working model to promote work/life balance.

Benefits

23 days holiday plus 12 wellbeing days

Support for professional training

10% employer's pension contribution

Private medical insurance

Cycle to work scheme

Qualifications

• Experience in a support role within a financial services organization.
• Enthusiastic and proactive individual.
• Strong analytical and organizational skills.

Responsibilities

• Provide administrative assistance for financial planning services.
• Assist with client annual reviews and data collation.
• Ensure the client database is updated and accurate.
• Process new business applications and manage correspondence.

Skills

Financial services support experience

Excellent written and verbal communication skills

Attention to detail

High levels of numeracy and IT literacy

Relationship building

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

Job description

The Role:

I am recruiting a Financial Planning Assistant for Paradigm Norton s Bristol office to support with the provision of financial planning and portfolio management services to high-net-worth clients. The successful candidate will have experience of working in the financial services sector in a highly involved and responsible support capacity, however they will not be expected to know the intricacies of financial planning as training and support will be provided. They will have exceptional organisational, communication and administrative skills, ensuring the effective and efficient delivery of all aspects of financial planning. As well as enjoying a responsible and highly varied role, the successful Financial Planning Assistant will also have the opportunity, if they so choose, to study for professional exams and progress their career in financial planning.

Salary and Benefits:

Salary up to £35,000 (dependent on experience) plus an exceptional benefits package including 23 days holiday + 12 wellbeing days + bank holidays + hybrid working + support with professional training + 10% employers pension contribution + profit share + income protection scheme + private medical insurance + life assurance + healthcare cash plan + cycle to work scheme.

Home Working and Flexibility:

People matter, and Paradigm Norton believe that having a good work/life balance is crucial to positive mental health and wellbeing. Paradigm Norton operate a hybrid working model, so while this Financial Planning Assistant role is based in Paradigm Norton s Bristol head office (Ham Green, BS20) with easy access to M4/M5, once established we are happy to facilitate a degree of home working (up to 50% of the time). We are also open to part-time working arrangements (shorter working days, 4-day week etc.).

The Company:

Established in 2001, Paradigm Norton are one of the largest truly independent financial planning companies in England, servicing over 1,400 families with over £1.3 billion of assets under management and employing a team of 80 across four offices: Bristol, London, Exeter and Torquay. They are the only financial planning firm to have won the prestigious Citywire New Model Adviser Southwest award 11 times, most recently in 2020, they are a Certified B corporation and in March 2019 became an employee‑owned business. Putting the clients goals at the heart of the process they deliver comprehensive and bespoke financial planning, investment and portfolio management, tax and estate planning and advice on giving and philanthropy, translating complex financial issues and strategies for high-net-worth clients into workable solutions.

Responsibilities:

• Providing the administrative assistance involved in providing financial planning and portfolio management services to high-net-worth clients.
• Assisting the Client Managers with collating data and preparing for client annual reviews.
• Assisting in the production of relevant paperwork such as valuations, reports, illustrations, client letters, application forms, spreadsheets, presentations etc.
• Ensuring the client database is up to date, checking and updating valuations, obtaining accurate policy information and updating back‑office system accordingly.
• Processing new business applications and dealing as required
• Developing relationships with clients, communicating with them by letter, email and phone, arranging client meetings and collating supporting documents.
• Coordinating the Client Managers activities, correspondence and communication, organising and prioritising accordingly and following up on action points as necessary.
• Managing incoming post and tasks generated, taking ownership where possible, keeping clients and Client Managers updated, following up on outstanding actions and monitoring through to conclusion.
• General administration - filing and scanning documents, updating spreadsheets, typing, actioning post and answering the telephone as required.

Skills Required:

• Previous experience of working in a highly involved support role in a financial services organisation. An understanding of financial planning is not essential, but you will be keen to learn and an interest in financial planning.
• Enthusiastic, proactive, commercially astute, with a proven record of taking responsibility and self‑motivation.
• Excellent written and verbal communication skills, with strong analytical, administrative and organisational skills and fanatical attention to detail.
• Intelligent with high levels of numeracy and IT literacy (especially Word, Excel and Outlook) and adaptable to change.
• A strong relationship builder and excellent team player, with a caring and considerate approach.
• An affinity with the company values of people matter and setting the bar high.

Dawn O Shea is recruiting the Financial Planning Assistant (Financial Services Administrator) directly on behalf of Paradigm Norton Financial Planning Ltd so NO AGENCIES PLEASE. If you are successful in being short‑listed, you will be contacted within the next 14 days to discuss the role and your requirements in more detail.