Financial Administrator

Job Title: Financial Planning Administrator

Industry: Financial Planning

Salary: GBP18,000-GBP25,000

Location: Exeter

Job reference: 15354

Job description:

Recruit UK is working on an excellent opportunity for a Financial Planning Administrator to join one of the largest independent accountancy practices in the South West.

This reputable company is an accredited member of the Institute of Chartered Accountants in England and Wales (ICAEW), the CBI and PrimeGlobal one of the top five largest associations of independent accounting firms in the world.

The Role:

• Support senior financial planners prepare for and in meetings
• Provide a high level of service to clients, including regular valuations
• Manage Financial Planners diary by booking meetings
• Help ensure files are compliant and complete
• Process new business and track to completion
• Write letters to clients and providers as appropriate
• Compilation of suitability letters and other client/product provider correspondence
• Maintain and update back-office systems, including provider platforms

Benefits:

• Salary GBP18,000 - GBP25,000
• Flexible working hours
• Working from home and in the office
• 25 days annual leave plus bank holidays
• Death in service 3 x annual salary
• Extensive rewards and health schemes
• Buy and sell holiday
• Commission schemes
• Pension 3% rising to 4% after 4 years' service

Skills and experience:

Are you an enthusiastic, personable team player with a 'can-do' attitude?

Do you work well in a team that can provide high quality service?

This company is looking for someone:

• Attention to detail with the ability to prioritise workloads.
• Good telephone manner
• Confident in dealing with clients
• Systems: MS Office, particularly Word, Excel, Outlook and PowerPoint.
• A good working knowledge of Intelligent Office (IO).
• Previous experience of working in financial services administration (either in an IFA practice, a product provider, investments, insurance or banking).
• Good working knowledge of pensions and/or pension administration.
• Knowledge of FSA compliance procedures, research and analysis skills re: financial advice.
• Project management and Investment research experience

Qualifications:

• A level or equivalent with GCSE (C or above in English Language and Maths)
• A willingness to undertake relevant financial planning qualifications or already studying/ qualified with Financial Planning Certificate (FP1), CF1 or equivalent or CII Award in Financial Administration or equivalent.

About Recruit UK:

As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with an Financial Advice firm based in ??? on a Financial ??? role.

Our commitment to you:

Start every journey with a conversation to find out about you in-depth.

Provide honest feedback on where you fit in the jobs market.

Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we'll tell you.

Take a holistic mindfulness approach - career happiness is rarely just about the money.

Cover the whole of the UK with a local touch through our regional teams.

Never pester you.

Additional information:

Please note that due to the volume of applications we receive, you will be contacted within 7 working days if your application has been successful. If you have not received communication during this period, please assume your application has been unsuccessful on this occasion. We may however retain your information in connection with future opportunities, should they be suitable to your skills and experience.