Experienced financial planning sales support administrator required for a busy, successful and growing financial planning practice in Otley, near Leeds. We’re a young and forward-thinking business with a flexible outlook – ideally, we’d like someone based in the office but will consider part-time, hybrid and some remote working for the right person.
We have ambitious plans for the future of our business, and we need your expert IFA administration help. Bring us your knowledge and skills in financial planning administration, and we’ll reward you with a competitive salary, excellent benefits and the chance to progress your career with us as we continue to expand.
This is a fantastic opportunity for a skilled and experienced financial services administrator to take on an important role in our recently established business that is built on very solid foundations. Our director, Adam Downes is a highly experienced Chartered Financial Planner with the determination and skills to build Pura Vida to become a major player in UK financial planning. Whatever your career ambitions are, we can accommodate them.
Reporting into the director, the main purpose of this role is to:
Help manage the client journey from start to finish in a timely and compliant manner, showing understanding and compassion towards the client at all stages of the processes.
Process, submit and record all business, ensuring all appropriate systems are kept up to date.
Help the advisers prepare for client meetings as required ensuring all necessary documentation is available to them and recorded appropriately.
Research and information gathering to assist the advisers with their work.
Report accurate and timely information back to the advisers, clients, providers and the business as appropriate, including MI reporting, email communications telephone conversations and letters.
At least 2-3 years of experience gained working as a support administrator within a financial planning environment. Consideration will be given to exceptional applicants with slightly less time spent in the industry.
Hardworking, organised, methodical and dedicated.
Confident in your knowledge on a range of advice areas and able to provide input into certain client recommendations.
Excellent communication skills.
Good IT knowledge, particularly in Word and Excel and industry back-office systems.
A knowledge of Wealth Craft and Voyant is preferred but not essential, previous experience using FE Analytics and Transact would be useful but is not essential.
Able to work unsupervised, often to deadlines and achieve excellent outcomes.
Have a positive attitude and willingness to help other team members.
At Pura Vida, we believe that great financial advice begins with an understanding of our clients’ lives and what is important to them.
Our mission is to help improve life for the people we work with and those that they care about. We are here to help individuals and families achieve greater financial security, confidence and freedom. It's not just about building assets, but arranging them in line with our clients’ values, so they can spend more time enjoying life with the people they love.
As a company, Pura Vida places great importance in developing our team members and giving them the opportunity to be the best that they can and achieving their full potential. As our business grows so will the opportunities the career progression within it.
If you are interested please apply for the job using this link https://app.smartrecruitonline.com/p/job/Financial-Planning-Administrator%2FTrainee-Paraplanner-32159?loc=gb