Financial Planning Administrator
Perm
Bournemouth
Dorset
To £32,000 + benefits
Financial Services
Admin/Office Manager
670495
You're an adult. Why doesn't your company treat you like one?
At this business wellbeing and work-life balance isn't just something written in a handbook.
Here you can choose a work pattern that suits you. Whether that's 7-3,8-4 or even 9:30-5:30 - the choice is yours.
You get a paid lunch hour (not half as is standard); an hour you're encouraged to take.
You'll also work with a supportive founder who’ll pay for your exams and help you progress should you want to (as others are currently doing).
And when life happens, you won't be made to feel guilty for asking for time off.
PAY/BENEFITS
THE JOB
It’s a busy, varied job where you’ll build relationships with clients and work closely with a financial planner.
You’ll be the initial point of contact for clients, handling calls, emails and correspondence. You’ll also prepare client packs, manage records (using IO) and support the adviser with compliance.
You’ll be part of a small, friendly team in a steadily growing independent financial advisory firm. The company started in 2013 and now has 11 financial planners and 11 administrators, with paraplanning mostly outsourced.
It's also of note that this business has twice the industry average when it comes to the number of female planners at the firm. A a good reflection of the culture they’ve built.
HERE'S WHAT YOU'LL NEED
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If you want a role where you’re trusted, supported and not micromanaged, click apply.
Don’t worry if your CV isn’t up to date. Just send what you have and we’ll deal with that later.
Everyone will receive a response.
At this business wellbeing and work-life balance isn't just something written in a handbook.
Here you can choose a work pattern that suits you. Whether that's 7-3,8-4 or even 9:30-5:30 - the choice is yours.
You get a paid lunch hour (not half as is standard); an hour you're encouraged to take.
You'll also work with a supportive founder who’ll pay for your exams and help you progress should you want to (as others are currently doing).
And when life happens, you won't be made to feel guilty for asking for time off.
PAY/BENEFITS
- A starting salary of up to £32,000
- Private Medical Insurance
- Pension
- 25 days holiday
- Open to working from home 1 day a week
THE JOB
It’s a busy, varied job where you’ll build relationships with clients and work closely with a financial planner.
You’ll be the initial point of contact for clients, handling calls, emails and correspondence. You’ll also prepare client packs, manage records (using IO) and support the adviser with compliance.
You’ll be part of a small, friendly team in a steadily growing independent financial advisory firm. The company started in 2013 and now has 11 financial planners and 11 administrators, with paraplanning mostly outsourced.
It's also of note that this business has twice the industry average when it comes to the number of female planners at the firm. A a good reflection of the culture they’ve built.
HERE'S WHAT YOU'LL NEED
- Experience with Intelligent Office (IO/Intelliflo) and financial planning administration
- Diligence, conscientiousness and the ability to work as part of a team
- Strong organisational skills and attention to detail
----------------------------------------------------------------------------------------
If you want a role where you’re trusted, supported and not micromanaged, click apply.
Don’t worry if your CV isn’t up to date. Just send what you have and we’ll deal with that later.
Everyone will receive a response.
Leanne Fairhurst
Recruiter
0161 667 0427