Senior Administrator

We are an established and growing Independent Financial Advisory Firm, looking for an experienced Administrator to join our team and support our Financial Advisers, contributing to our quality service and playing an integral part in the smooth day to day running of our business.

BASIC SALARY: £28,000 - £33,000
BENEFITS:
25 Days Annual Leave plus Bank Holidays
Study Support for Professional Development
Pension Contribution
Wellbeing Support Services
Social Events
LOCATION: This is an office-based role, based in Leicester. The opportunity to move to a hybrid model is available once your training / probation period is over.
COMMUTABLE LOCATIONS: Leicester, Lutterworth, Coventry, Melton Mowbray, Market Harborough, Corby, Coalville, Loughborough, Hinkley, Nuneaton, Uppingham
JOB DESCRIPTION: Administrator - IFA / Paraplanning
The primary focus of this Administrator role is to support our Financial Advisers on a range of different client's cases and ensure all ongoing projects are administered and dealt with accordingly.
Reporting to the Operations Manager, the key elements of this varied role, alongside the general administration duties, will be to:
Communicate with clients via written and verbal channels to answer enquiries, schedule meetings and provide updates on financial plans.
Maintain accurate and up to date records of client information and financial plans.
Monitor and chase applications across various platforms and providers.
PERSON SPECIFICATION: Administrator - IFA / Paraplanning
Ideally, you'll be an experienced Administrator, with experience within an IFA or Financial Planning firm. It goes without saying that you'll have strong organisational skills, be confident in your approach to communication across all mediums and you will have a keen eye for detail.
You'll also:
Have knowledge around pensions, investments & financial planning concepts.
Understand the FCA and up to date legislations.
Have working knowledge of Intelligent Office.
Be able to demonstrate the ability to multitask and handle a variety of business functions, sometimes working to strict deadlines.
THE COMPANY:
We're a well-established, professional, Independent Financial Advisor firm. We offer specialist financial, taxation, and independent investment advice for both clients and businesses in the UK and internationally.
PROSPECTS:
We're committed to the ongoing professional development with our team, where possible we promote from within, and we offer study leave / study support for professional development.
It is highly likely you will have worked in any of the following roles and/or markets and worked with the following products and/or services: Administrator, Sales Administrator, Office Administrator, Senior Administrator, Personal Assistant, IFA, Wealth Management, Financial Planning, Paraplanner Administrator, Financial Advisor, Accountant.
INTERESTED? Please click apply. You will receive an acknowledgement of your application.
Please Note: Wallace Hind Selection have been chosen as the retained recruitment partner of our client and therefore any direct applications to our client from candidates or agencies will be forwarded on to us direct.
REF: SM17665, Wallace Hind Selection