Senior Financial Planning Administrator

Brevere Group; East Midlands; On-site; GBP 25,000 - 35,000; Full time

Job summary

A forward-thinking financial services firm is seeking an experienced financial planning administrator in the East Midlands. The candidate should have strong IT skills and experience in the financial services industry. Responsibilities include oversight of administration workflows, client interactions, and compliance checks. This role offers a generous package and development support in a vibrant team environment.

Benefits

Generous basic package

Support for skill development

Qualifications

• Experience within a financial services environment, preferably an IFA.
• Familiar with FCA regulations.
• Strong IT skills.

Responsibilities

• Oversight of administration workflows.
• Work with the team to develop proposals that meet client's needs.
• Perform general admin and compliance checks.
• Maintain and consolidate database.

Skills

Organised

Multi-tasking ability

Confidence

Working knowledge of Financial Services

Competent in Microsoft Word

Competent in Microsoft Excel

Competent in Microsoft Outlook

Tools

Intelligent Office

Job description

Overview

Are you an experienced financial planning administrator looking for a role in a close-knit supportive environment

The successful candidate will have experience within a financial services environment, preferably an IFA and have exposure to FCA regulations and strong IT skills.

Responsibilities

• Oversight of administration workflows
• Confidence in speaking with a wide variety of clients and providers
• Group pension & protection scheme experience
• Working with team to develop proposals that meets client\'s needs and concerns
• General Admin and Compliance checks - new and existing business
• Database administration, maintenance and consolidation
• Sticking to deadlines

Requirements / Qualifications

• Organised with the ability to multi-task.
• Can do attitude
• Working knowledge of the regulated Financial Services Industry
• Previously worked in a Financial Services admin role so have some familiarity with the terms used.
• Highly competent user of Microsoft Word, Excel & Outlook, experience with Intelligent Office would be an advantage

This is an excellent role within a forward thinking and innovative firm working in a vibrant team, who are continually looking to improve and develop the services which they offer to their clients. In return, you will receive a generous basic package and the support to develop your skills and further your career.

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