Summary of Position
To support the Partner/Financial Planners, Compliance & Operations Manager and Paraplanner(s) both in terms of new business and delivering a high level of ongoing service. The ideal candidate will have already gained solid experience in an IFA environment and will have started (or be thinking of starting) CII qualifications in order to move to the next stage of their financial services career.
Support the Financial Planning team to meet business targets
Act as day-to-day point of contact for client service to resolve administrative issues
Help Partner/Financial Planner prepare for meetings
Assist Paraplanner(s) to conduct product and investment research
Assist Paraplanner(s) to write suitability letters to confirm advice
Help ensure files are compliant and complete
Process new business and track to completion
Write letters to clients and providers as appropriate
Provide a high level of service to clients, including regular valuations
Perform general office administration tasks as required and provide holiday cover for team members
Maintain and update back office systems, including platforms
Help organise events and seminars
Perform other ad-hoc tasks in the office as required
Qualifications and Experience
A minimum of 3 years previous IFA experience essential
Educated to A level or equivalent with GCSE passes of C or above in English Language and Maths. Ideally part-qualified and working towards Level 4 CII Diploma in Financial Planning
Willingness to undertake relevant financial planning qualifications
8.45am – 5.00pm Monday to Friday, with one hour lunch
25 days annual leave plus 8 days bank holiday leave, increasing with time of service
Contributory Company Pension Scheme
The candidate must be a self-starter with a strong work ethic and able to organise themselves without close supervision
Must be able to work as part of a team and willing to contribute to a collective effort.
The candidate should be able to prioritise tasks and must have a high level of literacy and numeracy.
Must be able to work effectively with both paper files and on a paper-free basis.
The candidate must also have an ability to handle pressure and meet tight deadlines, if required
Work Skills & Experience
Experience working in financial services administration for an IFA practice
Good telephone manner
Good keyboard skills
Familiarity with MS Office, particularly Word, Excel and Outlook
Familiarity with back office software
Able to produce high quality written communications combined with high standards in respect of spelling, punctuation and syntax
Personable and a team player
Experience of delivering exceptional customer service in an office-based working environment
Good working knowledge of pensions and/or pension administration
Knowledge of relevant FCA compliance procedures
Research and analysis skills re: financial advice
Compilation of suitability letters and other client/product provider correspondence
Familiarity with Intelligent Office
Investment research experience (such as using FE Analytics)
Experience working in a paperless office
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