Administrator or Administration Supervisor (Kingsfleet Wealth)

Claydon, Ipswich

Kingsfleet Wealth

Job Description

We are seeking to employ an Administrator or Administration Supervisor who will play an important role in the growth of our business over the next few years.


The Company


Kingsfleet Wealth was founded in 2010 and has only added clients through organic growth; primarily by referrals from Professionals and existing clients. We manage in the region of £100 million for approximately 400 clients.


Consequently, we have no need to be an ambitious business as we believe that servicing our existing clients well, means that others are referred to us. This ensures that our focus is on our clients and their satisfaction alone and that is why this role is so important- we find that when you do that well, new business just comes along.


Our purpose is important to us and that is to use our knowledge, qualifications and experience to advise those who need our help.


The Role


We are looking for someone who can provide the critical support needed to the Financial Planners in providing accurate, timely documentation and ensuring new business and client correspondence is dealt with expediently.


  • 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 pre-review paperwork

  • Completion of post-review actions alongside Financial Planners and Paraplanners

  • Ensuring that our back office system (Intelligent Office) is up to date

  • For the Administration Supervisor - to maintain their own workload and also to be accountable for the administration team to the Operations Manager


The Skills


You will be a competent and capable individual with a can-do attitude and the following skills:


  • You will have experience of working in a Financial Planning/Financial Services environment

  • You could well be an experienced administrator in another firm but want to work in a locally focused, family owned business

  • Confident with numbers with a full attention to detail

  • Interested in people and able to converse with those from all backgrounds

  • You understand the importance of putting clients first


The Benefits


  • Salary range between £20,000-£24,000 rising to £26,000-28,000 for supervisor role

  • 5% matched pension contribution

  • 4 x Death in Service benefit

  • Fully expensed mobile phone*

  • Sick pay and Private Medical Insurance*

  • Access to Salary Sacrifice EV car purchase scheme*

  • Flexible working arrangements

  • Annual membership of the Personal Finance Society

  • Annual Training Budget to progress your career


*after qualifying period


Requirements


Essential:

  • The right to work in the UK

  • Competent with Microsoft Office programmes

  • Fluent in both written and spoken English


Desirable:

  • Progress in Financial Planning qualifications

  • Familiarity with Intelliflo and Cashcalc or similar systems

  • Commenced study towards Diploma Level Financial Planning qualifications


Contact


To apply, please send your CV with a covering letter/email to Hannah Taylor - hannah@kingsfleetwealth.co.uk before the closing date (25th March 2022)