About this role
We’re looking for an experienced Financial Administrator to join our team and play a key role in supporting advisers, paraplanners and clients. You will need a strong background in administration and financial services, with exceptional attention to detail, excellent organisational skills and a drive to succeed.
The Opportunity This is an excellent opportunity for an experienced Financial Services Administrator who enjoys working in a fast-paced environment, takes pride in accuracy and is looking to build a long-term career within a growing wealth management business.
You’ll work closely with advisers and paraplanners, helping to ensure recommendations are implemented efficiently while maintaining high standards of client service.
What You’ll Be Doing Preparing and processing new business applicationsManaging Letters of Authority and provider requestsObtaining pension, investment and protection informationManaging provider correspondence and following up on outstanding requestsPreparing meeting packs and presentationsSupporting advisers and paraplanners with case preparationAssisting with suitability report preparation and business processingMaintaining accurate client records and back-office systemsLiaising with clients, providers and professional connectionsMonitoring and progressing business through to completionProducing accurate documentation in accordance with regulatory standardsUsing initiative to deal with matters in a timely and effective manner What We’re Looking ForEssential Minimum 5 years’ experience within an Independent Financial Adviser (IFA) practiceStrong knowledge of pensions, investments and ISAsPrevious experience processing new businessExcellent attention to detailStrong organisational and communication skillsAbility to manage multiple tasks and competing prioritiesA proactive attitude and willingness to take ownershipGood working knowledge of Microsoft Office, including Outlook, Word, Excel and PowerPoint Appropriate training will be provided where required.
Desirable Experience using Intelligent OfficePrevious Technical Administrator experienceCII qualifications or currently studying towards relevant qualificationsExperience supporting paraplanners or advisers What We Offer Competitive salary based on experienceCompany pensionPrivate medical insuranceAnnual bonus schemeReferral programmeOngoing training and developmentCareer progression opportunitiesSupport towards professional qualificationsModern office environmentFriendly and supportive team environment If you’re looking for an exciting new challenge and want to develop your career within a dynamic and growing wealth management business, we’d love to hear from you.