O'Sullivan Financial Planning Ltd
Financial Services Administrator
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Job Title: Financial Services Administrator
Company Overview:
If you like the status quo; you’re not right for us!
We believe that true Financial Planning changes lives.
We empower our clients to live a life well lived.
Can you achieve the same for yourself by helping others achieve their goals?
If you’re still reading, then join our dynamic and forward-thinking financial planning firm as a Financial Services Administrator.
Our commitment extends beyond our clients to our team members, as we foster a caring and growth-oriented environment that aims to develop individuals and help them achieve their career objectives.
We have experienced huge growth over the last few years and are expanding our team to build further capacity so we can help even more clients achieve their goals.
Position Summary:
As a Financial Services Administrator, you will play a crucial role in supporting the day-to-day operations of our rapidly growing financial planning firm. You will be an integral part of a collaborative team, working closely with our Financial Planners and other team members, along with the providers we work with, to ensure a seamless and exceptional experience for our clients.
You will be a team player but also self-motivated and able to work on your own initiative.
The ideal candidate would be comfortable meeting and talking with clients and be able to work in a fast-paced professional environment. The ability to present information clearly and concisely with strong written and verbal communication is key.
You’ll play a crucial part in providing administration support to our team. You'll be comfortable working in a fast-paced environment, you will be involved in monitoring all aspects of the daily actions required to support our Financial Planners fulfilling the requirements of client expectations and client operations team’s needs.
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Key Responsibilities:
Client Support:
- Assist in the preparation of client meetings by gathering necessary documents and information.
- Provide administrative support for client onboarding and account maintenance processes.
- Respond promptly and professionally to client enquiries, demonstrating a commitment to exceptional service.
Document Management:
- Maintain accurate and organised client files and records in compliance with regulatory standards.
- Assist in the preparation and submission of regulatory compliance documentation.
- Collaborate with the team to ensure accurate and timely completion of paperwork and documentation.
Operational Efficiency:
- Work closely with our Financial Planners and other team members to streamline operational processes.
- Identify opportunities for process improvement and contribute to the implementation of best practices.
- Maintain awareness of industry trends and changes to ensure compliance and efficiency.
- You will need to be organised and have the tenacity to follow up actions to completion.
Team Collaboration:
- Foster a positive and collaborative working environment within the team.
- Collaborate with colleagues to achieve shared goals and contribute to the overall success of the firm.
- Participate in team meetings, training sessions, and professional development activities.
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Personal Development:
- You will be expected to have a Growth Mindset, constantly learning, and improving yourself and those around you.
- Continually maintain and develop technical, product and industry knowledge in order to keep pace with developments and change, in order to be able to work effectively.
Qualifications & Experience:
- Previous experience in a financial services or administrative role is essential.
- Strong organisational, multitasking and prioritisation skills with a keen attention to detail.
- Strong attention to detail.
- Excellent communication and interpersonal skills.
- Proficient in Microsoft Office Suite and other relevant software applications.
What We Offer:
- Competitive salary and benefits package.
- 25 days holiday plus bank holidays.
- Birthday day off (if falls on work day).
- 5% matching employer pension contribution.
- Opportunities for professional development and career advancement; including exam and qualification support as relevant.
- A supportive and inclusive work environment that values individual growth.
- Mentorship and guidance to help you achieve your career objectives.
- A chance to be part of a dynamic team in a fast-growing company with a mission to make a meaningful impact on clients' lives.
If you are passionate about finance, committed to providing exceptional service, and eager to grow in a caring and ambitious environment, we invite you to apply and embark on a rewarding career journey with O’Sullivan Financial Planning.
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