Financial Administrator - Chartered IFA
Offices in Newbury - Remote Role
Lots of flexible working - perhaps 1 or 2 days in office
£28k - £34k basic salary
My client is a Chartered boutique wealth planning business with offices across the Southeast who have been operating for many years with significant financial backing. I have met the Directors twice and placed close to 10 staff into the business including administrators, paraplanners, advisers and compliance professionals. They have an excellent reputation providing very solid whole of market advice to private clients who are City professionals, families, business owners retirees and accumulators. Many of their clients fall into the HNW category with over £2m of assets to invest.
This business has a team of c. 20 staff with 5 Advisers and a full administrative and paraplanning team who support them in a smooth and effective advice offering to their clients. However, they have other businesses bolted on who offer different services. A vacancy has come available for an experienced Financial Administrator who can administer all the necessary client services and back-office administration from start to finish. You will report into an Operations Manager, and you may be allocated your own adviser to support. Experience using Intelligent Office is a MUST HAVE. My client will consider a more junior candidate, but they must have the right attitude and willingness to get stuck in and learn.
- End to end financial administraiton
- Processing new business
- Client servicing
- Onboarding new clients
- Database management
- Writing Letters of Authroity and Valuation
- Diary management of Advisers
- Preparing meeting packs ahead of client meetings
- Requesting AML paperwork from clients
- Daily usage of Intelligent Office - record all new business events accurately
- Scanning and filing where necessary
- Actioning agreed points from client meeting notes from Adviser
- To ensure that all activity complies with the company staff handbook
- Ad hoc support to the Advisers to aid them in their duties
The role can offer extensive flexibility, but you will be asked to come to the offices near Newbury perhaps once a week, this will be more once you are being inducted. If you are sitting any exams towards your level 4 diploma, then my client will support you with your studies, but this role would be suitable for a career administrator. My client places a lot of emphasis on staff wellbeing and team rapport and regularly enjoy company socials and trips away. My client are looking to offer circa £28k - £34k basic salary plus a comprehensive study support package and benefits.
If this role sounds of interest or any other roles I am working on please get in touch. Contact Peter Fozard at Financial Divisions.