Financial Planning Administrator

My client, a well-established and award winning financial planning firm located in central Peterborough are looking to bolster their administrative IFA support team.

Role Purpose

To provide a first-class administration and support service to our team of Financial Planners, to meet and exceed the expectations of this prestigious firms loyal clients.

Principal Accountabilities

• Working in conjunction with the adviser and paraplanner, if applicable, to ensure that a very high level of financial planning support and servicing is provided to all our clients.

• To process new business in an accurate and timely manner in accordance with agreed service standards and standards for Treating Customers Fairly.

• To service on-going business and assist with delivery of our client review service in a timely manner in accordance with agreed service standards and standards for Treating Customers Fairly.

• To provide accurate fund valuations/client review packs as required for on-going client servicing and financial reporting.

• To communicate the progress of business to Managers, Directors, Clients and Consultants as appropriate.

• To foster good working relationships with Managers, Colleagues and Consultants.

• To use our internal diary system to effectively plan and prioritise workload, and to ensure client servicing is conducted as agreed.

• To contribute to day to day activities such as answering telephones, opening and distributing post, scanning and printing and ensuring telephone/office cover is maintained.

• To ensure complete and accurate client records are maintained electronically, complying with the requirements of the Data Protection Act 2018.

• To maintain continuous professional development (CPD) inline with Company policy and maintain an annual CPD log.

• To conduct project work and associated tasks as requested by Managers and / or Directors.

Examination Requirements

To achieve the Certificate in Financial Services or equivalent within 3 years of commencing the role (paid for and supported).

Hours of work 9-5 Monday to Friday

Holiday 25 days + BH's

Private Pension

Working from home is supported two - three days per week (once trained)

4 x death in service

Cycle to work scheme

My client support and pay for qualifications and encourage/assist study

My client is part of a lifestyle discount club offering discount on cinema tickets etc.

Biannual, discretionary, profit related pay