Financial planning administrator required for our established and highly regarded practice in the City of London. We will consider candidates with any level of experience and even those coming from other areas of financial services. We're keen to attract the best, if you think you are the one for us, please apply!
Are you the safe and dependable pair of hands we are looking for to take a key role at our successful financial planning firm?
We're busy, we're growing, and we need your expert help. Bring us your experience in financial planning administration, and we'll reward you with a competitive salary and the chance to develop your career.
This is a fantastic opportunity to join us and provide support in all areas of the business and the client servicing function. You'll be working closely with our highly experienced Financial Planners, other members of our team as well as independently without constant supervision. We will provide an environment that supports your ideas and nurtures you to be the best you can be. If you share our passion for providing excellent client service, we want to hear from you!
Role duties:
- Provide a high level of technical and administrative support.
- New business submission and processing.
- Maintain and update back-office systems.
- Draft client correspondence, compile review packs and valuations and review meeting follow ups.
- Carry out financial transactions and trades.
- Support the advisers with research and analysis for financial plans.
- Attend client meetings with the advisers.
- Help draft client suitability reports and prepare financial plans that meet the clients objectives.
- Maintain strong client relationships.
Benefits
Generous benefits package including 25 days holiday plus bank holidays and employer pension contribution of 4%. Hybrid working is a possibility.
Essential Skills
- Ideally 2-3 years of experience gained working as a support administrator ideally within a financial planning environment.
- Excellent communication skills.
- Highly organised, methodical, disciplined, and meticulous.
- A positive can do approach.
- The ability to deliver excellent client service.
- Able to cope with a varying workloads and pressures.
- Excellent IT skills including a good knowledge of platforms, back-office systems, and Microsoft Office (Teams, Word, Excel, PowerPoint and Outlook).
About the Company
Located in the City of London, Augustine Financial Planning is a totally independent, fee based, Financial Planning business, authorised and regulated by the Financial Conduct Authority. Our trusted expertise, personal service and proactive approach enables us to provide the individual attention our clients deserve. We have ambitious plans for the next few years, and we are a caring and supportive employer who seeks to enable our employees to be the best that they can be.
Further information
Recruitment Rebellion Limited is advertising this vacancy on behalf of our client.
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.
To give your application, the best chance of success, please:
Check that you meet the criteria for the role.
Apply with a CV that is clear, concise, and correct.
Tailor your CV to highlight your experience and relevant achievements to the position.
