AddressAre you currently working in a Financial Planning firm but looking for something more?
Do you want to be part of a team of Administrators, supporting a group of Financial Advisers?
We are working alongside a successful Independent Financial Planning firm in the Cirencester area, who are looking to bring on additional back office support. Their ideal candidate is someone with some experience or exposure to the IFA world, as well as someone who enjoys administration.
There will be ample opportunity to progress, if that’s what you’re after, or this could also be a great position for a career administrator! Your role will be fairly diverse and duties will include, but not be limited to:
- Updating the database with client information
- Preparing client files for meetings
- Preparing and sending letters of authority and illustrations for new business
- Conduct AML checks
- Support with answering the telephone and redirecting calls
What’s in it for you?
- Competitive salary of £25,000 (this is negotiable and can be increased with more experience)
- Progression to Paraplanning (if desired)
- Discretionary bonus
- Fantastic progression opportunities to Paraplanner (if desired)
- 20 days annual leave, rising to 25.
- Birthday off
- Christmas closure (no need to take your annual leave)
- Study support and exam funding
- Onsite parking
- Hybrid working, after probation
What do you need?
- Understanding of the financial planning process
- Ability to work to a tight time schedule
- Strong communication skills, written and verbal
- Ideally experience working in an IFA admin position
Are you interested in learning more about this role? Apply now and one of our experience consultants will give you a call to discuss this in more detail.
Job Type: Full-time
Salary: £25,000.00 per year
Benefits:
- Company events
- Company pension
- Cycle to work scheme
- Financial planning services
- Free parking
- Health & wellbeing programme
- Life insurance
- On-site parking
- Private dental insurance
- Private medical insurance
- Sick pay
- Work from home
Schedule:
- Monday to Friday
Supplemental pay types:
- Bonus scheme
Work Location: In person
Reference ID: 8880
