Financial Services Administrator

Experienced Financial Planning Administrator required. Brilliant opportunity to join a growing business that has strong values and a clear vision for its future. Hybrid working available together with excellent benefits and career opportunities.

Would you like to work for a company with a clear identity, strong values, an amazing culture, and a defined purpose?

Are you the customer focused and experienced IFA administrator we are looking for to join our friendly and professional team?

This is a great opportunity to join company that has imagined what a next generation financial planning business should look like. Our purpose is to enrich the lives not just of the clients we work for, but also the people that work for us, and we and have created an environment where our team members feel they belong and can thrive and grow. If this is what you are looking for in a company and our values resonate with you, please apply, we would love to hear from you!

The role

The role of the Financial Services Administrator is to support the office managers and financial planners and provide an efficient, professional, high quality and compliant service to our clients. Duties will include:

• Obtaining and collating provider information and illustrations.
• Processing and submitting new business and monitoring the progress.
• Dealing with investment, pension, and protection business.
• Liaising with clients and delivering a full customer service.
• Preparing valuation reports, performance documentation and review checklists.
• Processing and monitoring switches with providers or electronically.
• Completing withdrawal instructions for clients.
• Updating back-office systems.

Essential skills

We are looking for someone who has ideally gained experience in a similar role and company and has a good understanding of the financial planning support function.

• Able to demonstrate excellent customer communication skills.
• Experience working together as part of a team.
• A background in using IFA systems and processes.
• Excellent quality service delivery skills.
• Strong personal skills in the areas of adaptability, enthusiasm, dependability, honesty, and integrity.

Benefits

There is the possibility of working from home for two days and three days per week in the office. 31 days holiday including bank holidays plus a range of benefits including income protection, life assurance, EAP, wellness support, financial wellbeing.

About the company

At Amber River we think about financial planning in a way that goes beyond financial advice. We call it Life Landscaping® and were a group of like-minded, values-driven people with a passion for independent financial planning.

We all work together with one, single-minded purpose: To enrich the lives of the people we meet. Through conversations and knowledge sharing, financial planning and advice, whatever life stage our clients are at, our team is here to help them plan for a life well-lived.

Further information

We are using advertising recruiters Recruitment Rebellion Limited to assist us with this vacancy.

Adverts run for up to 40 days and we encourage applications during this period. The interviewing process can start at any time and adverts can be ended early if a suitable candidate is found.

Our application process is designed to be fair, straightforward, and inclusive to engage with as many applicants as possible. If you require reasonable adjustments, please let us know.

Only shortlisted candidates will be contacted.

In order to give your application the best chance of success, please:

Check that you meet the criteria for the role.

Apply with a CV that is clear, concise, and correct.

Tailor your CV to highlight your experience and relevant achievements to the position.