We are seeking to employ an Administrator who will play an important role in the growth of our business over the next few years.
Sheraton FinancialPlanning specialises in lifestyle financial planning with the firm being a CISI Accredited FinancialPlanning firm, a CII Chartered Financial Planning firm with BS8577accreditation. With an average of 3 new referrals per week from professionals and existing clients we have ambitious plans for the future of our business, and we need someone who wants to play a key part in that growth.
Our purpose is to help clients achieve clarity on their current financial situations and deliver financial planning that enriches the clients lives and redefines their relationship with money.
With a small, relaxed office based in a Wickham in the Meon Valley, we pride ourselves in developing our team members and giving them the opportunity to grow to achieve their full potential.
We are ideally looking for a candidate that is wanting to study and progress to Paraplanner in the next year or two(study support provided), however we are flexible depending on the candidate’s aptitude and interest.
Maintaining good relationships with all clients of the business
Preparing new business paperwork in support of a Paraplanner.
Processing completed provider paperwork and ensuring it is dealt with correctly
Providing updates of ongoing cases to clients
Preparation of annual review paperwork
Completion of post-review actions alongside Financial Planners and Paraplanners
Ensuring that our back-office system (Intelligent Office) is up to date
What’s on offer
Starting salary is dependent on current qualifications and work experience related to the role. The range is between £22,000 and £25,000, with the ability to earn more as you progress
3% Pension contributions
This is a full-time position, but we can be flexible on this for the right candidate
21 days holiday plus Bank Holidays, birthday, and Christmas office closure
We work 9-5 Monday – Friday
Systems that will be used include: Intelligent Office, Fe Analytics, Truth, Timeline, Transact and AssureWeb
If interest, please contact Jason Eldrid email@example.com