Address
Form of work
SalaryMy client, a well-established and award winning Financial Planning firm located on the southern outskirts of Peterborough, at present, they are currently looking to bolster their administrative IFA support team.
The ideal candidate will come from an IFA administrative background however my client will consider someone with a transferable administrative background such as mortgages or legal work with a desire to break into the Financial Services sector and establish their career.
Role Purpose
To provide a first-class administration and support service to our team of Financial Planners, to meet and exceed the expectations of this prestigious firms loyal clients.
Principal Accountabilities
- Working in conjunction with the adviser and paraplanner, to ensure that a very high level of financial planning support and servicing is provided to all our clients.
- To process new business in an accurate and timely manner in accordance with agreed service standards and standards for Treating Customers Fairly.
- To service on-going business and assist with delivery of our client review service in a timely manner in accordance with agreed service standards and standards for Treating Customers Fairly.
- To provide accurate fund valuations/client review packs as required for on-going client servicing and financial reporting.
- To communicate the progress of business to Managers, Directors, Clients and Consultants as appropriate.
- To foster good working relationships with Managers, Colleagues and Consultants.
- To use our internal diary system to effectively plan and prioritise workload, and to ensure client servicing is conducted as agreed.
- To contribute to day to day activities such as answering telephones, opening and distributing post, scanning and printing and ensuring telephone/office cover is maintained.
- To ensure complete and accurate client records are maintained electronically, complying with the requirements of the Data Protection Act 2018.
- To maintain continuous professional development (CPD) in line with Company policy and maintain an annual CPD log.
- To conduct project work and associated tasks as requested by Managers and / or Directors.
Examination Requirements
To achieve the Certificate in Financial Services or equivalent within 3 years of commencing the role (paid for and supported).
Hours of work 9-5 Monday to Friday
Holiday 25 days + BH’s
Private Pension
Working from home is supported but this role will be predominantly office based
4 x death in service
Cycle to work scheme
My client support and pay for qualifications and encourage/assist study
Biannual, discretionary, profit related pay
