Financial Planning Administrator

IFA Financial Planning Administrator required. We're looking for someone with at least a couple of years financial services administration sales support experience. Hybrid working available. Starting salary from £30,000

Are you an experienced financial planning administrator?

Do you love working in administration and wish to take your career in sales support as far as you can?

Are you an administration manager in the making?

This is a great opportunity to join a business that is established and growing. We are a company that has proven processes yet we're also open to new ideas. If you can suggest things that will improve our efficiency and enhance the service we give to our clients, were happy to hear. The financial planning administrator role is key to our business success, and you can take your administration career with us as far as you wish. Whether you are looking to remain working as part of a team or become an administration manager in the future, wed love to hear from you.

The role

Reporting to the Operations Manager, this is a full-time role with 2-3 days in the office and the rest of the time at home. Duties will include:

• Providing administrative support to financial advisers in the processing and submitting of new business, and ongoing servicing of existing clients.
• Maintaining the client database to ensure it is accurately up to date at every stage of the administrative process and adding all client information/documentation.
• Responsibility for the shared management of all admin tasks to ensure timely distribution and completion of the departments workload.
• Liaising with 3rd parties/providers to carry out administrative tasks.
• Processing incoming and outgoing post.

Essential skills

• Relevant experience gained in a financial planning role either with an IFA or restricted adviser.
• Desire to work in the administration side of the business.
• Able to work as part of a team with a good eye for detail.
• Excellent IT skills including industry systems (knowledge of Intelliflo's Intelligent Office back-office system is desirable, but not essential).
• Motivated with the ability to work in an often busy environment to tight deadlines.
• The ability to analyse and query information.

About the company

Equity and General was established in 2008 and we are directly authorised by the Financial Conduct Authority. We are principally located in London, and we also hold offices in Glasgow, Derby and Solihull. We are a financial planning business, focused on helping our clients understand and plan for their financial future.

We provide holistic financial planning advice for (individuals and trusts) on investments, savings, retirement planning, non-investment insurance (for example life assurance, private medical insurance, critical illness cover) and mortgages (including buy to let and lifetime mortgages).

Further information

We are using advertising recruiters Recruitment Rebellion Limited to assist us with this vacancy.

Adverts run for up to 40 days and we encourage applications during this period. The interviewing process can start at any time and adverts can be ended early if a suitable candidate is found.

Our application process is designed to be fair, straightforward, and inclusive to engage with as many applicants as possible. If you require reasonable adjustments, please let us know.

Only shortlisted candidates will be contacted.

In order to give your application the best chance of success, please:

Check that you meet the criteria for the role and have the right to work in the UK.

Apply with a CV that is clear, concise, and correct.

Tailor your CV to highlight your experience and relevant achievements to the position.