Newbridge Financial Planning Ltd
Trainee OR Experienced Financial Services Administrator
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WE ARE SEEKING EITHER:
- An established Financial Services Administrator (pensions and investments)
- OR:
- A skilled Office Administrator seeking an opportunity for long-term career development
EXPERIENCED FSA REQUIREMENTS:
- Essential: minimum of two years’ experience, working for an IFA (specifically, pensions and investments) in a financial services administrative role, carrying out the duties outlined in the job description below
- Desirable: experience using Xplan
TRAINEE REQUIREMENTS:
- Essential: minimum of three years' experience in an office-based, administrative role
- Desirable: understanding of data protection (GDPR)
COMPANY DESCRIPTION
Newbridge Financial Planning Ltd is an established financial planning firm based in Northern Ireland.
We are top rated on VouchedFor (top 250 IFAs across UK) - and have been recognised as such consistently for the past seven years - with the highest number of positive reviews in Northern Ireland.
We specialise in Pensions and Investments, Protection, Cash Flow Planning, Retirement Planning and Estate Planning - for personal and corporate clients. Our mission is to simplify and streamline our clients’ financial affairs, helping them understand and improve their financial position. We are dedicated to supporting our clients through each life stage, helping them achieve their financial goals leading up to and beyond retirement.
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JOB DESCRIPTION
Main Duties
The trainee role incorporates dedicated training for progression to the role of Financial Services Administrator.
- Prepare Suitability Reports (new business)
- Prepare client review reports (pre and post)
- Prepare new business, including application forms and online provider systems
- Chase ongoing cases/outstanding LOAs and TOAs
- Place new plans on risk
- Liaise with policy providers and their systems to obtain data/research
- Ensure Compliance Procedures are adhered to at all times
- Ensure Data Protection and Confidentiality policy is adhered to at all times
- Ensure all compulsory, industry testing is completed within specified timescales
- Provide general support to the team and undertake any other duties as requested
Administrative Duties
- To provide administrative support to team as follows:
- Provide general support to the team as a whole
- Preparation of client meeting folders/documentation
- Any other general administrative duties as required
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WHAT'S IN IT FOR YOU
- 20 days annual leave plus statutory holidays
- Market leading pension scheme
- Private medical cover
- Income protection
- Death in service benefit
- Off-road/on-site parking
- Salary of £25,000 – £35,000 (experience dependent)
- Our commitment to your training and growth, within the role of FSA
WHAT YOU BRING
- Reliability and long-term commitment
- Excellent analytical skills
- Competence in Microsoft Office Suite
- Understanding of data protection (full and ongoing training provided)
- Excellent communication skills
- Ability to follow established processes and procedures/verbal direction
- Willingness to join an established team
YOUR PERSONAL SKILLS
- Organised, detailed and accurate with a high level of spelling and grammar
- Able to contribute as part of a team, as well as to work independently
- A high level of computer skills including MS Word, Excel, Outlook
- Ability to multi-task
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