Robin at Service Service Recruitment
Published
June 21, 2022
Location
Long Stratton, United Kingdom
Category
Job Type
Salary
£20-25,000.00 DOE

Description

My clients is a very reputable and well established financial planning and wealth management practice based just ten miles south of Norwich are looking for an experienced Financial Services Administrator but will consider someone from an alternative financial services background such as retail banking or mortgage broking as well as accountancy, a head for numbers and accuracy is paramount.

You will be required to carry out a variety of duties as part of the role in supporting my clients existing Financial Advisers

The Role

This is a wide ranging and interesting position with enormous potential that would ideally suit an experienced administrator looking to develop and enhance their skills and gain more qualifications and move towards a qualified Paraplanning level.

Working within a friendly environment with highly skilled and qualified Financial Advisers the successful applicant’s duties would include the following:

Assisting with administration duties where and if required
Assisting in strategic analysis of business and implementation of new processes where necessary
Assist in design and implementation of workflows, lifecycles and compliance file checks within IO
Assisting in compliance file checks
Suitability Report Writing
Client Reviews to include FE Analytics
Liaise with Business Manager to develop and streamline working practises across the business
Liaise with Research Administrator to develop and maintain robust fund analysis procedures
Other duties as and when required
Qualifications and Experience

CII Diploma qualified or working towards (is desirable)
A minimum of 2 years’ experience in Financial Administration (is desirable)
Experience within an Independent Financial Advice Environment (is desirable)
Ability to work unsupervised
Familiarity with the following software (is desirable):

Intelligent office
FE Analytics
Selectapension
Bankhall
PPOL
Defaqto
Benefits

An attractive and competitive benefits package is available with pension, more details are available upon application, salary is dependent upon experience.

An experienced Administrator could see a salary circa 25K whilst an inexperienced candidate would see a salary starting at 20K, though my client is very flexible on salary and will make allowances for the right person.

Office hours are 9am-5pm, Monday to Friday and some working from home will be permitted, once trained.

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