Financial Administration
Location: Stockton-on-Tees
Salary: £24,000 Pro-Rata
Hours: Full time or Part Time
We are currently representing a forward-thinking and growing national company who pride themselves on being the best in what they do. Build your career as a Financial Administrator and obtain support and opportunity to continue your development in your career within Financial Services.
We are looking for a dynamic, resilient and ambitious candidate who wants to drive their own performance, and earnings based on your own hard work.
**What you will be doing as a Financial Planning Administrator
- Submission to providers of new business (primarily investments, pensions, however, some protection business is carried out).
- Data input of client and plan information onto the back-office system (Intelligent Office), ensuring that records are completed to enable accurate management information and reporting.
- Preparing valuations of clients' investments and pensions.
- Storing documentation as required for record keeping and information.
- Diarizing events throughout the business cycle.
- Producing new document packs and preparation for client meetings.
- Producing client portfolio review information and presenting this with meeting packs.
- Liaising with providers in the provision of valuations and other product information as needed either by phone, email or their own websites.
- Undertake the necessary training and continuing professional development required by the regulatory authorities and the firm's supervisory team.
- Observe at all times the regulatory principles & conduct rules.
The Key Skills and Experience required of the Financial Planning Administrator
- Be a good people person
- Ideally have a minimum of 2 years' experience working in a whole of market advice environment as a Financial Services Administrator or similar
- Have good IT skills and be knowledgeable in Word, Excel, Outlook and use of provider websites.
- Enjoy what they do and view the position as a career
- Be comfortable working in a busy office
- Have excellent attention to detail
- Always place the client first
- Understanding of the Financial Planning process and a knowledge of regulatory compliance
- Able to work within defined business processes
- Ability to achieve agreed outcomes without supervision and be able to plan own workload
- Prioritise and plan own workload and have the ability to multi-task
- Excellent interpersonal skills, both written and verbal
Benefits
- 28 days holiday, plus bank holidays
- Hours are flexible but must be 35 hours per week
- This is an office based position, due to the sensitive nature of client personal data this is not a hybrid/WFH role
- 25 days holiday (in addition to bank holidays)
- Pension (standard 3% employer, 5% employee)
If you are interested in the role, and want to know more, please apply or call the Leeds CCD team at Search for more information.
Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.