Blue River is a financial planning business focused on helping our clients make good decisions with their money.
The business has grown significantly over the years and, whilst we are always busy, we like to think we are quite relaxed in the way we go about things and provide both a stimulating and enjoyable environment to work in.
An excellent opportunity has arisen for a Financial Planning Administrator to work with our existing and growing team. We are looking for an experienced Administrator who prides themselves on the ability to support our business, liaise with our advisors, platform providers, insurance companies and third other parties as well as our clients.
The ideal candidate will need to be highly professional and efficient, with great communication skills. You will play an extremely important role to ensure services are delivered compliantly, efficiently and on time.
If you like working to set processes and speaking to people, you’ll love this role! It’s varied, you’ll learn new skills and you’ll really get to make the role your own– if you think there is a better way of doing things, we’re happy for you to tell us.
Online submissions of investment and pension applications.
Process the monthly commissions.
Liaise with providers regarding administration requests.
Chasing all pending business.
Preparing client packs for annual reviews and ad-hoc meetings
Types of business include General Investment Accounts, ISAs, Bonds, Trusts, SIPPs
Dealing with providers such as Ascentric, Transact, Prudential and more
Liaise with other professionals such as accountants, solicitors, and product providers
Updating advisers and clients regularly to meet expectations
Maintain client files and keeping them compliant.
Dealing with client queries - income, withdrawals, change of details etc
Build relationships with the clients, respond to all queries
Processing and managing letters of authorities
Providing support to the advisers and ensuring that they have everything required for their appointments.
Reporting to the Operations Manager
Minimum 2 years’ experience in a similar role.
Excellent skills & confident with technology.
Excellent communication skills.
Excellent attention to detail and accuracy
Self-motivated with a positive attitude.
To be a strong team player, who works well alongside others but also independently.
First rate attention to detail.
Not afraid to take ownership of tasks.
Strong organisation and time-management skills.
Strong numerical ability.
An openness to flexibility within the role.
The ability to work accurately under pressure of tight deadlines.
Enjoy and thrive upon interaction and collaboration with others
Should have a strong interest in pursuing career within financial services
Relevant CII (or similar) Qualifications.
Relevant experience in the Financial Advice industry.
Annual salary – up to £25K plus benefits, depending on experience.
22 days holiday, plus statutory holidays, plus additional long-service holiday to maximum of 30 days (all based on full time employee)
Scope for flexibility with working hours and home-based working.
A friendly and efficient working environment that is always open to learning and development which will support your own career progression.
Free onsite parking, the salary quoted is the full-time equivalent rate for this role. The salary will be pro rata based on the number of hours worked. Ideally, we are looking for someone to work 3 days, we are flexible and happy to consider working around your requirements and existing arrangements.
To enquire about the role please email a copy of your CV to firstname.lastname@example.org