AddressJoin Our Team as a Financial Planning Administrator
Career
Seize this rewarding opportunity to become a Financial Planning Administrator and elevate your professional journey. Within our dynamic environment that blends the innovative spirit of a start-up with the stability of a formidable national presence, you are positioned to make a real impact.
Familiarity with our industry and a passion for refining and uplifting the client experience in financial planning and investment are essential. We are dedicated to empowering our clients to achieve their dreams by being financially prepared for life's major milestones.
About the Position
As part of our dedicated and multifaceted team, you will report directly to the Client and Adviser Support Manager at our Manchester hub. Called internally 'Client and Adviser Support' you will play a crucial role in shaping our service delivery. Dedicated to supporting one or two advisors, you will be responsible for every aspect of business facilitation from diary management and administrative support through to case management and client relationship building.
With offices in London, Bristol, and other regional locations across the UK, we offer a hybrid working model, after the completion of initial training, splitting time between home and the office.
Our clients are a diverse group of successful professionals, entrepreneurs, and retirees who entrust us with their savings, investments, and pensions. We commit to providing them with comprehensive financial advice, both in-person and digitally, to align with their goals, needs, and plans for the future.
What You Will Do
- Liaise with 3rd party providers for policy details and obtaining policy illustrations.
- Process new business applications.
- Support ideas to refine financial planning processes.
- Support Financial Planners and clients with technical and financial planning enquiries.
- Producing accurate and detailed financial planning documentation through the use of our bespoke version of XPlan.
- Co-ordinate financial planner’s diaries and arranging client meetings.
- Respond to email enquiries and liaising directly with clients.
- Send prepared information and reports to clients.
- Ensure all data entry is completed accurately and within specified timelines.
Skills and Experience
- Experience working within an IFA firm or similar FS role.
- Experience with a CRM (we use Xplan) or just comfortable with software to get your job done efficienctly.
- Intermediate Excel skills - V:lookups, Pivot tables.
- Outstanding communication abilities, with an emphasis on clear and concise interactions.
- Adept at problem-solving and capable of fact finding and analytical thinking.
- Organised with a proven track record of owning your workloads, meeting deadlines, managing diaries, task prioritisation and effective project administration.
- A collaborative spirit who shares ideas and learnings, adaptability, attention to detail, and creativity.
Benefits
- Competitive Pension Scheme - We contribute 6%, you 3%
- 34 days holiday (including BH)
- Private Medical Insurance
- Life Assurance (4x)
- Group Income Protection
- The flexibility to work from anywhere in the UK and EU for up to 4 weeks
Our agile working environment means you may engage in various tasks and projects, contributing to our continuous evolution and your personal growth.
