Financial Planning Administrator
- Recruiter
- Confidential
- Location
- Ipswich
- Salary
- 18000.00 - 25000.00 GBP Annual
- Posted
- 18 Jun 2021
- Closes
- 16 Jul 2021
- Sectors
- Admin, Secretarial & PA
- Contract Type
- Permanent
- Hours
- Full Time
Financial Planning Administrator - Spider is advertising on behalf a well-established firm of Independent Financial Advisers based in central Ipswich. 2020 was their 25th year in business. They have been fee charging from outset in 1995 and have developed strong and reliable client propositions. They are now looking for a Financial Planning Administrator to join their team.
Our client has strong and cultural commitment to constant learning, training, and development. There is potential for the right person to grow and develop with them. They will encourage and will support you to study for and attain formal qualifications.
Purpose:
As the Financial Planning Administrator, you will be supporting the advisers. It is less demanding than a paraplanner but more technical than an office administrator. It will be someone who understands the basics of retail financial service products, systems, and documentation requirements to whom the advisory staff can confidently delegate such work.
Experience in a similar role or at least experience in the financial services sector is essential.
Duties
This list gives you an indication of duties but is by no means exhaustive
Communicating with providers and clients as required
Drafting and checking correspondence for and on behalf of advisors
Assisting advisors by preparing such things letters of authority, illustrations, application forms, and client progress meeting documentation and the like.
Following up with providers and clients as necessary
Maintaining and updating client records on Advisor Office, our back-office system
Research and present portfolio return information as required through FE analytics
Behaviours
A driven, proactive and energized individual who has a real commitment to the sector
Accurate and methodical approach to work
The ability to plan and prioritise workload as well as accept changing priorities when new jobs need to be done.
A cheerful individual and a good team player who is able to collaborate to achieve results as necessary.
A fine sense of the absurd
Salary and Hours
This is a full-time position and based in the office only. The office hours are 09.00am to 17.00pm five days a week.
Salary will be related to experience and competence and will likely be in the range of GBP18,000 to GBP25,000 per annum.
Our client is an equal opportunity employer. People and their client bank are diverse, and by extension they support diversity in their staff. All employment decisions are based on business needs, job requirements and individual qualifications without regard to race, faith, disability or any other characteristic protected or otherwise. All they care about is that you can do the job.
If you have the relevant skills and experience and would like to be considered, please apply by forwarding an up-to-date CV as soon as possible. We look forward to hearing from you.
Please check your email inbox and spam / junk mail folder for any email correspondence for this role.
This vacancy is being advertised and handled by Spider, an Online Job Advertiser, and Specialist Recruiter. We provide an online recruitment advertising and employee selection service in Suffolk, Norfolk, Essex, Cambridgeshire and beyond.
Additional keywords: finance, financial, administrator, admin, technical, technical administrator
Here at Spider, we take your privacy seriously. When you apply, we shall process your details and pass your application to this particular company for review for this vacancy only. As you might expect we may contact you by email, text or telephone. Your data is processed on the basis of our legitimate interests in fulfilling the recruitment process.
We will also request additional consent directly from you before submitting your personal information to any other recruiting company who are working directly with Spider for recruitment or recruitment advertising purposes should this particular application be unsuccessful. We will never disclose your information to any third party unless legally required to do so and we will only ever contact you with the sole purpose of helping you find your dream job or offering career-related advice. For our full Privacy Policy please view our website
Our client has strong and cultural commitment to constant learning, training, and development. There is potential for the right person to grow and develop with them. They will encourage and will support you to study for and attain formal qualifications.
Purpose:
As the Financial Planning Administrator, you will be supporting the advisers. It is less demanding than a paraplanner but more technical than an office administrator. It will be someone who understands the basics of retail financial service products, systems, and documentation requirements to whom the advisory staff can confidently delegate such work.
Experience in a similar role or at least experience in the financial services sector is essential.
Duties
This list gives you an indication of duties but is by no means exhaustive
Communicating with providers and clients as required
Drafting and checking correspondence for and on behalf of advisors
Assisting advisors by preparing such things letters of authority, illustrations, application forms, and client progress meeting documentation and the like.
Following up with providers and clients as necessary
Maintaining and updating client records on Advisor Office, our back-office system
Research and present portfolio return information as required through FE analytics
Behaviours
A driven, proactive and energized individual who has a real commitment to the sector
Accurate and methodical approach to work
The ability to plan and prioritise workload as well as accept changing priorities when new jobs need to be done.
A cheerful individual and a good team player who is able to collaborate to achieve results as necessary.
A fine sense of the absurd
Salary and Hours
This is a full-time position and based in the office only. The office hours are 09.00am to 17.00pm five days a week.
Salary will be related to experience and competence and will likely be in the range of GBP18,000 to GBP25,000 per annum.
Our client is an equal opportunity employer. People and their client bank are diverse, and by extension they support diversity in their staff. All employment decisions are based on business needs, job requirements and individual qualifications without regard to race, faith, disability or any other characteristic protected or otherwise. All they care about is that you can do the job.
If you have the relevant skills and experience and would like to be considered, please apply by forwarding an up-to-date CV as soon as possible. We look forward to hearing from you.
Please check your email inbox and spam / junk mail folder for any email correspondence for this role.
This vacancy is being advertised and handled by Spider, an Online Job Advertiser, and Specialist Recruiter. We provide an online recruitment advertising and employee selection service in Suffolk, Norfolk, Essex, Cambridgeshire and beyond.
Additional keywords: finance, financial, administrator, admin, technical, technical administrator
Here at Spider, we take your privacy seriously. When you apply, we shall process your details and pass your application to this particular company for review for this vacancy only. As you might expect we may contact you by email, text or telephone. Your data is processed on the basis of our legitimate interests in fulfilling the recruitment process.
We will also request additional consent directly from you before submitting your personal information to any other recruiting company who are working directly with Spider for recruitment or recruitment advertising purposes should this particular application be unsuccessful. We will never disclose your information to any third party unless legally required to do so and we will only ever contact you with the sole purpose of helping you find your dream job or offering career-related advice. For our full Privacy Policy please view our website