Current Vacancies

Graduate Trainee - Financial Services
Salary: £15,000 + Study Support
Location: Yeovil

This is a brilliant opportunity to join a leading Financial Services company. This firm is totally independent of all banks and financial institutions and employs some of the most highly qualified financial specialists in the country. In light of this there is one of the first companies in the country to be awarded Corporate Chartered Financial Planner status.
By helping individuals, families and businesses to plan successfully for the future they have grown to become one of the largest independent financial advisers in the West Country.

This role will give you an opportunity to be involved in Investments and savings, Pensions, Tax planning and Inheritance Tax planning, Mortgages and commercial finance and Life insurance and health care

The company will offer a completive salary and study support to professional qualification within Financial Services

Skills:

Minimum 2.1 degree
An interest in Financial Services
Good communication skills
Flexible and proactive approach to problem solving
A team player
Client focused
Able to forge good relationships

Adviser Support
Salary: £18,000 - £22,000
Location: Milton Keynes

The role is suitable for an experienced Adviser Support Administrator with significant experience in the Financial Services industry while preferably holding or studying for appropriate qualifications for example CF1-3; FA1-3 or equivalent.
You will provide pre and post sales support to the Financial Advisers whilst ensuring that all new business documentation is accurate and processed and completed accurately within required time scales as defined by the firm

Responsibilities:

Obtain information and quotations required by Financial Advisers to enable them to research the Clients needs prior to recommendations, as and when required
Process new business from submission to completion
Inputting and maintaining information on the firms IT systems including the 1st software and data base
Dealing with client queries (non-advice issues)
Liaising with Financial Advisers and colleagues working with them closely to understand clients, work loads etcetera
Preparing valuations and reports
Preparing renewal information
Attend training courses as required by the Company
To deal with any incoming telephone calls relating to above duties
Take messages for other Team members
Keep Financial Advisers up to date with relevant information relating to above duties and client issues

Skills:

Experience of Microsoft Word & Excel
Good Administration skills
Experience of working within a team
Working knowledge of Financial Services terminology and products
Must be able to prioritize work to ensure jobs are carried out as quickly and efficiently as possible
Must have good communication skills internally with colleagues and superiors and externally with clients, insurance companies etcetera
Will need to keep abreast of changes within the firms processes in line with industry changes, this includes a willingness to accept ongoing training and development including maintaining competence

Job Description
Administrator - Financial Services
Salary: £12,000 - £18,000
Location: Yeovil

This is a brilliant opportunity to join a leading firm who are seeking a proactive, self motivated individual to help with the ongoing growth of their Financial Service business, through the provision of a quality, bespoke service to our clients.

Duties and Responsibilities:

You will provide administration support to their consultants and para planners, including preparation for client meetings, investment summaries, creating and maintaining client records (using 1st Adviser Office), and processing new business applications.
Confirming client appointments by letter & enclosing relevant compliance documents
Preparing meeting packs for client meetings
Preparation of Investment Summaries, ensuring all data is kept up to date and is accurate
Processing client authority letters and obtaining detailed policy information
Updating and maintaining 1st Adviser Office with client personal and policy information
Processing new business applications and following through until completion
Dealing with client and product provider queries

Skills:

Working towards the Certificate in Financial Planning (CFP) is an advantage
Experience of working in an administration environment for at least 1 year
Excellent organisational skills
Excellent interpersonal skills
Ability to clearly communicate with clients by post, email and telephone
Ability to manage workloads and meet deadlines and service standards
Experience of using 1st Software / maintaining accurate client records

Duties & Responsibilities

Administrator - Financial Services
Salary: £12,000 - £18,000
Location: Shepton Mallet

This is a brilliant opportunity to join a leading firm who are seeking a proactive, self motivated individual to help with the ongoing growth of their Financial Service business, through the provision of a quality, bespoke service to our clients.

Duties and Responsibilities:

You will provide administration support to their consultants and para planners, including preparation for client meetings, investment summaries, creating and maintaining client records (using 1st Adviser Office), and processing new business applications.
Confirming client appointments by letter & enclosing relevant compliance documents
Preparing meeting packs for client meetings
Preparation of Investment Summaries, ensuring all data is kept up to date and is accurate
Processing client authority letters and obtaining detailed policy information
Updating and maintaining 1st Adviser Office with client personal and policy information
Processing new business applications and following through until completion
Dealing with client and product provider queries

Skills:

Working towards the Certificate in Financial Planning (CFP) is an advantage
Experience of working in an administration environment for at least 1 year
Excellent organisational skills
Excellent interpersonal skills
Ability to clearly communicate with clients by post, email and telephone
Ability to manage workloads and meet deadlines and service standards
Experience of using 1st Software / maintaining accurate client records

Senior Administrator (Financial Services)
Location: Yeovil
Salary Indicator: £18,000 - £22,000

This is a brilliant opportunity to join a leading and well respected firm of Chartered Financial Planners. Our client is currently looking for an experience Financial Services Administrator, to support a well respected team of Chartered Financial Planners.

Duties and Responsibilities:

Confirming client appointments by letter & enclosing relevant compliance documents Preparing meeting packs for client meetings
Preparation of Investment Summaries, ensuring all data is kept up to date and is accurate
Processing client authority letters and obtaining detailed policy information
Updating and maintaining 1st Adviser Office with client personal and policy information
Processing new business applications and following through until completion
Dealing with client and product provider queries

Skills:

FPC Qualified
Experience of working as an IFA
Working towards the Certificate in Financial Planning (CFP) an advantage
Experience of working in an administration environment for at least 1 year
Excellent organisational skills
Excellent interpersonal skills
Ability to clearly communicate with clients by post, email and telephone
Ability to manage workloads and meet deadlines and service standards
Experience of using 1st Software / maintaining accurate client records

Administrator (Financial Services)
Location: Melksham
Salary Indicator: £16,000 - £22,000

This is a brilliant opportunity to join a leading and well respected firm of Chartered Financial Planners. Our client is currently looking for an experience Financial Services Administrator, to support a well respected team of Chartered Financial Planners.

Duties and Responsibilities:

Confirming client appointments by letter & enclosing relevant compliance documents Preparing meeting packs for client meetings
Preparation of Investment Summaries, ensuring all data is kept up to date and is accurate
Processing client authority letters and obtaining detailed policy information
Updating and maintaining 1st Adviser Office with client personal and policy information
Processing new business applications and following through until completion
Dealing with client and product provider queries

Skills:

FPC Qualified
Experience of working as an IFA
Working towards the Certificate in Financial Planning (CFP) an advantage
Experience of working in an administration environment for at least 1 year
Excellent organisational skills
Excellent interpersonal skills
Ability to clearly communicate with clients by post, email and telephone
Ability to manage workloads and meet deadlines and service standards
Experience of using 1st Software / maintaining accurate client records