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We have an exciting opportunity for an Administrator to join our friendly Financial Planning team. You will be responsible for providing excellent administration and compliance support to Clients, Advisers, Managers and Director’s.
- To ensure all administration is undertaken to the highest standards and conducted in accordance with the firm’s procedures, service standards and the requirements of the FCA.
- Daily administration will include a wide variety of tasks as detailed in the internal firm’s processes.
- You will have responsibility for managing your own work activity and will be in frequent discussion with your Supervisor.
- You will be required to input accurate and up to date information on internal/external software packages and provider websites.
- You will work respectfully and professionally with other members of your team and offer work support when capacity allows.
- You will ensure that all communications with clients, including correspondence, meetings and telephone calls, are dealt with promptly and within service standards.
- You will record your time accurately on a timesheet.
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- To work towards a level 4 CII qualification such as RO1-RO6 or the IFS (DipIFA).
- To take responsibility for your own personal development by keeping abreast of the firms internal processes, IT, system developments and attending relevant internal and external courses to ensure the on-going competence and development.
- Attend client meetings with the Advisers/Directors so as to build a rapport with your client base.
- Participate in ad-hoc assignments.
- To travel to and work from other offices when required.
- To take an active role in departmental meetings and look to improve existing processes.
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Benefits
- 22 days holiday + Bank Holidays
- Medicash Scheme
- Life Assurance Scheme
- Paid CSR day
- Company Social Events
- Dress for Diary
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