Administrator

Recruiting a highly organised, process driven and analytical Administrator to join a friendly and supportive team with a highly regarding financial planning and wealth management company. Permanent, full-time position, based in Rotherham.

Here you will act as a point of contact for client queries with regards to pensions, investments and protection. Using your strong administrative and communication skills, you will liaise with product providers, prepare documentation and cover all aspects of general office administration.

Responsibilities:

• Point of contact for assisting with enquiries and information requests
• Manage correspondence with clients, both in a written and verbal capacity
• Process New Business
• Assist Paraplanners and Advisers with preparing client review packs
• Arrange client meetings and diary management for Advisers
• Complete Portfolio Illustration requests
• Back-office administration and customer service support
• Ensure all financial planning administration is carried out in accordance with procedures
• Maintain client records on company software to ensure that all files are well presented, accurate and compliant

Requirements:

• Excellent communication, planning and organisational skills
• Ability to manage and prioritise workloads
• Analytical and problem-solving skills
• Flexibility and adaptability
• Confident in IT and office software packages
• Working knowledge of IO and platform experience (Advantageous)
• Previous experience working in a Financial Planning firm (Advantageous)
• CII Level 3 Qualification in Financial Administration or eager to train towards this
• Understanding of Model Portfolios (DFMs is preferred)
• Strong team player with a positive attitude

Salary: £26,000 - £30,000 per annum

Hours: 37.5hrs, Monday to Friday. Hybrid could be considered

Benefits: 25 days holiday, plus Bank Holidays & your birthday off!

Professional industry exams paid for, along with study supported

In-House Training Academy

Annual Salary Review

Life Assurance & Pension

Progression through to Paraplanner & Adviser if desired