Flexibility That Works for You: Enjoy a role designed with your lifestyle in mind—whether part-time, remote, or hybrid, we offer tailored working arrangements to help you balance personal and professional commitments seamlessly.
About Our Client:
Our client says, they’re not in the financial planning business. They’re in the dream-making business. They are Financial Planners who love to sit and listen as clients tell them what they want life to look like. Their superpower is taking financial assets and turning them into real-life events.
You’ll probably hear them talk about:
• Honesty - They tell it to clients straight so they won’t have any nasty surprises.
• Fun - They’re there to celebrate milestones with clients - birth, marriage, graduation, retirement. In their world, finance and fun go hand-in-hand.
• Reliability - Winging it isn’t good enough for them. They show up and get the work done.
Package Details:
The successful candidate will receive a Salary of £30,000-£35,000 Per Annum
Other benefits include:
• Income Protection
• Life Insurance (4x salary).
• 5% employer pension contribution.
• 25 days of annual leave plus bank holidays.
• Flexible Working: Open to part-time or remote arrangements, with a preference for candidates who can work Mondays or Fridays.
Role Purpose:
The purpose of the Financial Administrator role is to provide all administration support within the business. You will provide pre and post-sales support to the Financial Advisers and clients alike. You will contribute to the success of the company overall and adhere to all internal compliance standards and administration procedures ensuring that client satisfaction is of the highest standard throughout all contact with clients and colleagues alike.
Duties and Responsibilities:
Your duties will include but not be limited to:
• Provide exceptional administrative support to Financial Advisers and clients, ensuring high standards in every interaction.
• Build strong relationships with Advisers to align with their business strategy.
• Maintain accurate and efficient records (both paper-based and digital), adhering to internal compliance standards.
• Handle client queries, valuations, policy information, transfers, invoicing, and aged debtors.
• Assist in setting up and maintaining workflows in Intelligent Office (IO).
• Prepare meeting packs, valuations, and illustrations for client meetings.
• Act as the first point of contact for client queries, ensuring clear communication throughout the advice process.
The Ideal Employee:
The ideal candidate should possess the following:
• 2-5 years of experience within financial administration (preferably in an IFA environment).
• Experience with Intelligent Office (IO) or other financial software, with the ability to train and guide others.
• Working knowledge of financial products, including pensions, ISAs, investment accounts, and protection.
• Strong understanding of FCA regulations and guidelines, including MiFID II, GDPR, and PRIIPS.
• Excellent organisational, communication, and attention-to-detail skills.
• A proactive, independent worker who thrives under pressure.
Experience required:
18 months of financial administration experience
Qualifications required:
3 A levels or equivalent + CF1 qualification.