Are you conscientious with a good work ethic looking for a flexible role that allows you to take ownership of your workload and career, creating the perfect home life balance?

If you can work efficiently and accurately to deadlines, prioritise when necessary, and establish good working relationships with clients, fellow workmates and providers, we would like to hear from you.

We are a family-owned IFA practice looking to expand. As part of the company's business strategy, we are looking to recruit an administrator with experience of working in a financial services environment.
We thrive on keeping our clients happy and on track with their financial goals.
Every day is different in that you will be working with various clients, all of whom have different financial objectives and expectations.
We are always keen to see people develop and progress and will support educational development opportunities if it suits.

Supporting our director/financial adviser and paraplanner with administrative duties, which includes:
Effectively handling client enquiries and greeting visitors
Processing new business applications and checking incoming case submissions
Liaising directly with product providers
Preparing invoices
Maintaining accurate up-to-date client records
Sending Letters of AuthorityBenefits

Salary: GBP19-GBP24,000, NEST Pension, Discretionary bonus, Funded training and development support, Flexible and supportive family business environment, 20 days holiday plus public holidays

Additional Information

We have an office-based role offering part-time hours, ideally 20 hours per week, Monday to Friday (hours negotiable between 08:30 to 17:00). However, there is flexibility around these hours.

Essential Skills

Minimum recent 12 months experience working in an IFA practice
Knowledge of mortgage processing, protection products, pensions and investments
Knowledge of back-office systems (Plum desirable)Desired Skills

Studying, or planning to study, towards Level 4 Diploma in Financial Planning
Excellent attention to detail
Competent use of Excel and Word
Excellent communication skills
Enthusiastic and willing to learn and developAbout Company

We are a small family-owned business expanding through existing client referrals due to our desire to provide the highest, most professional and ethical financial advice service.

Forward Plan IFA Ltd was established in April 2012 by Andrew and Sheila Parmenter. We offer independent financial advice across a wide range of financial services to individuals, families and businesses. We are fee-based, so that the advice we provide and the financial plans we recommend are carefully selected for clients' individual circumstances.

NO AGENCIES PLEASE
We are using a third party to run and organise the response for this advert. Please do not contact us if you are a recruiter.

Candidates, please do not apply directly to us as there is a chance your application will be missed if it does not go through the right channel.

Keywords:Administrator, Paraplanner, Financial Services, Financial Planning, IFA, Pensions, Investments, Financial Planning Assistant, Sales Support, Client Relationship, Client Support, Mortgage Processing