Financial Planning Administrator - Plymouth

Location

Plymouth, Devon | United Kingdom

Job description

Join Our Team as a Financial Planning Administrator

Launch Your Career Further

Seize this rewarding opportunity to become a Financial Planning Administrator and elevate your professional journey. Within our dynamic environment that blends the innovative spirit of a start-up with the stability of a formidable national presence, you are positioned to make a real impact.

Familiarity with our industry and a passion for refining and uplifting the client experience in financial planning and investment are essential. We are dedicated to empowering our clients to achieve their dreams by being financially prepared for life's major milestones.

Embarking on a journey to become the nation’s leading hybrid wealth manager, we invite someone with a forward-thinking mindset and a drive for excellence to join us.

About the Position

You will join our new team based in Plymouth, Devon called internally 'Client and Adviser Support' playing a crucial role in helping to shape new processes and service delivery. Dedicated to supporting one or two advisors, you will be responsible for every aspect of business facilitation from diary management and administrative support through to case management and client relationship building. 

Our clients are a diverse group of successful professionals, entrepreneurs, and retirees who entrust us with their savings, investments, and pensions. We commit to providing them with comprehensive financial advice, both in-person and digitally, to align with their goals, needs, and plans for the future. 

What You Will Do

• Utilise Xplan for the development and enhancement of our digital financial planning tools.
  
• Employ effective communication strategies to engage with clients, Financial Planners and team members alike.
• Apply problem-solving skills to address challenges in financial planning processes.
• Manage your time efficiently to meet the needs of your clients, your Financial Planners and project deadlines.
  

Responsibilities

• Collaborating with team members to refine financial planning processes and strategies.
• Contributing to the development and upkeep of our digital platforms.
• Supporting Financial Planners and clients with technical and financial planning enquiries.
• Producing accurate and detailed financial planning documentation through the use of our bespoke version of XPlan.

• 2 years of administration experience working within an IFA firm or similar FS role. 

• Proficiency in using Xplan or similar CRM tools and a strong foundation in software development principles.
• Intermediate Excel skills - VLookups, Pivot tables.
• Outstanding communication abilities, with an emphasis on clear and concise interactions.
• Adept at problem-solving and capable of fact finding and analytical thinking.
• Efficient time management skills, with a proven track record of owning your workloads, meeting deadlines, managing diaries, task prioritisation and effective project administration
• A collaborative spirit who shares ideas and learnings, adaptability, attention to detail, and creativity.

Benefits

• Competitive Pension Scheme - We contribute 6%, you 3%
• Holiday allowance – 26 days, plus bank holidays 
• Private Medical Insurance
• Life Assurance (4x)
• Group Income Protection
• The flexibility to work from anywhere in the UK and EU for up to 4 weeks

This overview is not exhaustive. Our agile working environment means you may engage in various tasks and projects, contributing to our continuous evolution and your personal growth.

Job tags

Salary