About this role
Janus Financial Consultancy Ltd is an independent financial advisory firm, established in 1997. Our head office is in Pangbourne, Reading. We provide financial planning and wealth management advice to clients throughout the UK, with particular expertise in medical and other specialist professionals. We advise on pensions, investments, protection, mortgages and wider financial planning.
We are looking for a Financial Planning Administrator to join our small, established team. Working closely with our paraplanners, you will provide administrative support across the financial planning process and help ensure client work is handled accurately, efficiently and to a high professional standard.
The role will include:
Supporting the adviser and paraplanning team with the end-to-end financial planning processPreparing and maintaining accurate & compliant client records and documentationObtaining & preparing information and documentation for client meetingsLiaising with platforms, pension providers, investment companies and other third partiesRequesting and chasing information from providers and clientsDealing with client and provider queries by telephone and emailIdentifying opportunities to improve administrative processes and systemsGradually taking on more technical responsibilities as knowledge and experience develops, such as; processing new business and ongoing client servicing Requirements:
We are looking for someone who is organised, detail-oriented and takes pride in producing accurate, high-quality work.
The successful candidate will have:
Excellent organisational and time-management skillsStrong written and verbal communication skillsA professional and confident manner when dealing with clientsA high level of attention to detail and accuracyThe ability to handle confidential information appropriatelyThe ability to manage and prioritise multiple tasksA genuine interest in financial services and willingness to learn & progress Previous experience in financial services would be advantageous, but we are also open to candidates with strong transferable administrative experience and the right attitude to learn.
The role offers exposure to a broad range of financial planning work, including more complex pension and investment cases & is designed to develop with the successful candidate.
If you feel this role could be a good fit for you, we'd love to hear from you. Please submit your CV through Reed, and we'll review your application and be in touch with shortlisted candidates.