Financial Services Administrator
Apply with your CV
the company
At Wealth of Advice, we are purely client-focused. That's why we're looking to grow our team, to help continue to provide the highest possible level of service to new and existing clients. We specialise in pensions and investments, especially helping people to retire. As the company grows, we are updating our processes and procedures, so you'll need to be comfortable with changing the way you work as required.
the role

Core Duties & Responsibilities

• Deal effectively with queries from clients and other parties

• Answer overflow calls & log communications

• To liaise with clients and arrange appointments with financial advisers

• Preparing Valuation packs, including performance valuation/ charges reports to be given to clients in review meetings

• To process client files after meetings and ensure that meeting notes are typed up.

• To ensure that activities are set up from tasks outlined in meeting notes and passing to relevant members of staff

• To ensure that all documentation required for clients are saved in IO and kept up to date e.g. fact find, Risk, ID etc.

• To ensure that fact finds are typed up and that all information is correct and up to date, by liaising with the adviser

• To support paraplanners/advisers by submitting any new business, including chasing new business and resolving any issues

• Processing of fund switches, withdrawals and top up business

• To support the admin function with any other tasks as necessary

• To process estate planning Trusts & maintain log  

• To process Wills & arrange storage

• To process & support clients with Power of Attorney for Health & Financials  

Key Skills

• Understanding of the Financial Planning process

• Ability to achieve agreed outcomes without supervision

• Prioritise and plan own workload

• Detailed and accurate

• Articulate

• Excellent interpersonal skills, both written and verbal

• Ability to multitask and prioritise effectively

• Good IT skills

• Ability to work independently and in a team

IT Skills

• Fully competent in desktop applications (proficient in Microsoft Word, Excel and Outlook)

• Intelliflo is our back office system – experience preferred but not essential – training offered.

Personal Skills

• Communication: Ability to communicate effectively both verbally and in writing, and to deal with individuals at all levels

• Team working: Ability to contribute as part of a team, and deal with individuals at all levels within the business

• Professional integrity: The strength of character to explain a professional point while having empathy with a client

• Relations with others: The personal qualities and skills that promote open and constructive relations with colleagues and clients

• Flexibility: The flexibility for and commitment to continual service development and improvement

location
Durham (full-time office based)
salary
£28,000 (Based on Experience)
hours
Monday to Friday, 9am - 5pm
holidays
28 days holiday, plus bank holidays.
training
The Company will cover the cost of exams / training for individuals that wish to complete their exams – internal progression available and encouraged.
other benefits
  • Pension: We have both a NEST and Royal London GPP as options to join
  • Death in Service: With a value of £150,000.
  • Free Parking at our Durham office.
qualifications & experience

• Financial Services Experience necessary – Specific experience in providing Administration support for an IFA

• Financial Planning qualification are not essential, but preferred.

apply for the role
If you would like to apply for this vacancy, please send your CV and a bit of information about why you think you might be a good fit in our team to our Managing Director Chris Breward: [email protected]
Send us your CV