Our client is a well-established and highly regarded Independent Financial Advisory firm seeking a proactive and detail-oriented Administrator to join their growing team.
This is an excellent opportunity for someone who enjoys working in a fast-paced environment and wants to develop their career within a thriving firm.
Study support is also available in the future for those that wish to develop.
Office based for 6 months, then 1 day working from home.
Currently based in High Wycombe but moving to beautiful countryside offices in Hare Hatch, near Twyford in October/November. Parking available at both sites.
The Role
Working closely with the Paraplanner, Financial Advisers and Operations Manager, you’ll play a key role in supporting the delivery of high-quality financial planning services to clients.
Your responsibilities will include:
- Supporting the day-to-day administration of paraplanning activities.
- Gathering and maintaining client information and documentation.
- Liaising with pension providers and conducting research to support client recommendations.
- Assisting with the preparation of client reports and documentation for paraplanner review.
- Preparing and distributing annual review packs.
- Processing and monitoring new business submissions across various providers and investment platforms.
- Tracking cases through to completion and providing regular updates to advisers and clients.
- Maintaining accurate records, task management systems and new business registers.
- Completing monthly valuation reporting.
- Responding to client, adviser and provider enquiries professionally and efficiently.
- Ensuring all records are maintained in line with compliance requirements and internal procedures.
- Using systems including Intelligent Office, Papercloud, FE Analytics, provider platforms and Microsoft Office.
Skills/Experience
- Previous administration experience.
- Excellent attention to detail and organisational skills.
- The ability to manage multiple tasks and deadlines effectively.
- Strong written and verbal communication skills.
- Good working knowledge of Microsoft Word, Excel and Outlook.
- A proactive approach and willingness to learn and develop within the industry.
What’s On Offer?
- Salary of £28,000 – £30,000 depending on experience.
- Study support and professional development opportunities.
- Hybrid working after 6 months – 1 day a week can be worked from home.
- Company pension scheme.
- Life insurance.
- On-site parking.
- Supportive and collaborative working environment.
- Genuine career progression within a growing financial planning business.
Please note that we will only contact those candidates that we assess as suitable for the positions we have currently available based on their experience, training, and skills. If we do not have anything suitable, we will not keep your CV for more than 30 days.
As an equal opportunity employer, Bucks and Berks Recruitment is committed to the equal treatment of all current and prospective employees and does not condone discrimination on the basis of age, disability, sex, sexual orientation, pregnancy and maternity, race or ethnicity, religion or belief, gender identity, or marriage and civil partnership. We aspire to have a diverse and inclusive workplace and strongly encourage suitably qualified applicants from a wide range of backgrounds to apply.
