Financial Services Administrator / Trainee Paraplanner (Pensions / Investments / IFA)

Spring Wealth Management; Epsom; On-site; GBP 26,000 - 28,000; Full time

Benefits offered by this job

Company pension

Employee discount

Employee mentoring programme

Financial planning services

Life insurance

On-site parking

Sick pay

Job summary

Spring Wealth Management in the United Kingdom is seeking a proactive PA / Administrator to support the advisers and help grow the practice by delivering a first-class client service.

Initially you will perform PA/Admin duties and as you learn the basics you will progress towards paraplanning, writing up more complex investment and pension transfers, while handling meetings, follow-ups, AML checks and CRM entry in Salesforce.

Qualifications

• Must have clear communication and organization skills.
• Experience in an office or business administration role is preferred.
• Good attention to detail and ability to manage multiple tasks.

Responsibilities

• Contact new and existing clients via phone, email and letter to schedule meetings.
• Document follow-ups to meetings and action requests.
• Manage administration functions and communications with third parties.
• Use CRM to record interactions and prepare reports for advisers.
• Carry out AML checks and prepare meeting/review packs.
• Support the team to deliver a smooth client service.

Skills

Communication

Office administration

CRM Salesforce

Attention to detail

Multitasking

Tools

Salesforce

Job description

A busy and growing financial adviser practice are looking for someone to join their team as an PA / Administrator to assist with growing business volumes. You will be working as part of a vibrant and busy team assisting the advisers with ensuring that we deliver a 1st class service for our clients. Initially you will start in more of a PA / Admin type role then once you have learnt the basics progressing into more of a paraplanning position over time where you will be writing up more complex cases (such as investment and pension transfers).

You will be primarily responsible for:

• Contacting (phone, email and letter) new and existing clients to schedule meetings
• Document the follow up to those meetings
• Action requests / follow ups from client meetings
• Deal with both internal and external administration functions
• Sending off letters of authority to 3rd party providers then chasing up the resulting info
• Utilising and documenting on our CRM System (Salesforce)
• Writing up basic reports
• Dealing with Ad-Hoc client requests
• Prepare Meeting and Review Packs
• Carry out and Document AML checks
• Working as part of a team to ensure a smooth and seamless administration function for clients.

The Person:

• Must be confident, articulate and able to communicate
• Ideally has experience as an office or business administrator
• Has excellent attention to detail and able to manage time effectively
• Is comfortable managing multiple reponsibilities and prioritising requirements
• Someone who is enthusiastic and can overcome challenges
• Has a positive attitude, can manage themselves, competent and professional
• Is proactive and can contribute towards future development of the Practice
• Keen on learning and developing themselves

Prior experience in financial services would be highly desirable but is not essential, an interest in this area is certainly beneficial though. Full training with an accredited pathway will be provided and progression encouraged, we will pay for 1st sittings of exams and supporting text books as well as provide support and training from qualified people within the practice. There will also be the opportunity to progress into other roles within the practice for the right person (should they wish), full training will be supplied.

Package includes pension matching, life insurance, critical illness insurance, income protection and 24 days holiday a year as well as bonsues linked to team performance.

We will need someone to be working in office 5 days a week so flexible working is not an option.

Job Types: Full-time, Permanent

Pay: £25,500.00-£28,000.00 per year

Benefits:

• Company pension
• Employee discount
• Employee mentoring programme
• Financial planning services
• Life insurance
• On-site parking
• Sick pay

Work Location: In person