Are you a competent IFA Administrator with some paraplanning skills, looking to work in a small, friendly team? This is a full-time position, working 4 days per week, with every Friday off!
Our Client is a successful and award-winning Financial Advice firm, based on the outskirts of Stockton, providing a highly-client-focused, holistic financial planning service to individuals and small business owners. The team thrive on delivering an exceptional service and are united by a drive to achieve success for their clients and a belief that how they approach their work, is just as important as the results.
In this busy, varied and fast-paced role, your efforts will be recognised and you will be generously rewarded with a monthly bonus, based on team productivity, along with superb benefits.
Responsibilities will include:-
- Respond to telephone and email queries
- Liaise with Adviser, clients and providers
- Volume diary management for Adviser
- Schedule, prepare and attend meetings
- Annual review preparation, contact clients for information
- Obtain Letters of Authority
- Submit business to provider platforms
- Update spreadsheets and back-office system
- Prepare cash flow plans
- Process actions from meetings, for both new and existing clients
- Review risk profile and fact-find
- Occasionally, complete suitability reports
- Organise travel and accommodation
- Provide hospitality for visiting clients
Candidate Requirements:
- Must have previously supported a Financial Adviser in an administrative capacity
- Experience of processing pension and investment business is essential
- Some exposure and knowledge of paraplanning would be beneficial
- Experience (or understanding) of cash flow modelling desirable
- Knowledge of wills and trusts would be desirable
- Possess sound IT skills, specifically Word and Excel, Curo and Voyant experience would be advantageous
- Possess good time-management and organisation skills, with the ability to prioritise effectively
- Able to deliver accurate work consistently and at a fast pace
- Comfortable working under pressure
- Must be a confident communicator with the ability to build professional relationships easily
- Must enjoy being part of a team
- Hold key values of trust, integrity and dependability
- Seeking longevity in a role
**Benefits:
- Hours - 4 days (Monday to Thursday 8.30am-5pm with one evening to 8pm)
- Holidays - 28 days PLUS stats
- Pension
- Generous monthly bonus
- Additional benefits after qualifying period
Qualifications:
Not essential