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Financial Planning Administrator

Posted 12 days 22 hours ago by Caton Fry

£25,000 - £30,000 Annual
Full Time
London, United Kingdom
Job Description

IFA Financial Planning Administrator required. We're looking for someone with at least a couple of years financial services administration sales support experience. Great working environment - based in South Woodford.

Are you an experienced financial planning administrator?

Do you love working in administration and would you like to be part of a small established team?

Do you live in London or Essex and can easily get to our office in South Woodford?

This is a great opportunity to join a financial services business, linked to an accountancy practice, that is established and respected in the area. The financial planning administrator role is one that is key to our company and we can offer a friendly, fun and relaxed working environment where your ideas will be heard and you can work with minimal supervision.

The role

Reporting to the Managing Director, this is a full-time role and duties will include:

  • Providing administrative support to the financial adviser in the processing and submitting of new business, and ongoing servicing of existing clients.
  • Maintaining the Intelligent Office client database to ensure it is accurate and up to date at every stage of the administrative process and adding all client information/documentation.
  • Working with industry platforms.
  • Administering existing policies for withdrawals.
  • Responsibility for the shared management of all admin tasks to ensure timely distribution and completion of the teams workload.
  • Liaising with other team members and 3rd parties/providers to carry out administrative tasks.

Essential skills

  • Relevant experience gained in a financial planning role either with an IFA or restricted adviser.
  • Desire to work in the administration side of the business.
  • Able to work as part of a team with a good eye for detail.
  • Excellent IT skills including industry systems including Intelligent Office and Selecta Pension.
  • Motivated with the ability to work in an often busy environment to tight deadlines.
  • The ability to analyse and query information.

Additional information

The role is mainly office based with flexible working available. We offer an employer paid pension plan.

About the company

Caton Fry Financial Services is an established financial planning business based in South Woodford, London E18. We are linked to Caton Fry the accountancy practice based at the same location. We are focused on helping our clients understand and plan for their financial future.

We are a friendly firm where it is a fun place to work in a relaxed environment with regular company social events.

Further information

This advert will run for up to 40 days and we encourage applications during this period. The interviewing process can start at any time and adverts can be ended early if a suitable candidate is found.

Our application process is designed to be fair, straightforward, and inclusive to engage with as many applicants as possible. If you require reasonable adjustments, please let us know.

Only shortlisted candidates will be contacted.

In order to give your application the best chance of success, please:

Check that you meet the criteria for the role.

Apply with a CV that is clear, concise, and correct.

Have the unrestricted right to work in the UK.

Tailor your CV to highlight your experience and relevant achievements to the position.

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