Are you ready to be a part of a family-owned Independent Financial Advice practice that prioritises integrity, quality, and outstanding client service? My client is looking for an experienced Financial Administrator to join their team in a role that provides a supportive environment with clear career progression. If you're passionate about helping clients and want to work in a company that encourages personal growth, this could be your ideal opportunity.
As a full-time Financial Administrator, you'll play a key role in supporting the Independent Financial Advisors and paraplanner. Your duties will include:
- Handling telephone and email enquiries, greeting visitors, and ensuring a welcoming environment.
- Processing new business applications, verifying case submissions for accuracy, and coordinating with product providers.
- Maintaining client records, managing Letters of Authority (LOAs), and ensuring all documentation is up to date.
- Preparing and sending invoices, managing general office tasks, and ensuring client communications are handled promptly and professionally.
To qualify for this Financial Administrator role, you will require:
- At least two years of experience in an IFA practice.
- Solid skills in Excel and Word.
- Familiarity with Intelligent Office and experience in processing mortgage, protection, and investment applications are preferred.
- Strong communication skills, both written and verbal.
- Enthusiasm for learning and advancing in your career.
Benefits:
- Salary ranges from £24,000 to £28,000, based on experience and qualifications.
- Additional benefits include a NEST Pension, a discretionary bonus, 20 days of holiday (plus public holidays), and funded training and development support.
- This position offers a clear path to becoming a paraplanner, providing opportunities for career advancement within the company.
If you are a Financial Administrator interested in joining a collaborative team that fosters your growth and values a positive work-life balance, please send your CV to Joanna Clark.