Financial Advice Administrator
This is a Permanent, Full Time vacancy that will close in {x} days at {xx:xx} BST.
The Vacancy
We understand how essential the administration function is to provide a great service to our clients and you will be a key member of our team.
Though this is a varied role, your key tasks will include:
- Providing an efficient administration service for Financial Advisers; assisting the Advisers in the procurement and processing of new business and the servicing of existing clients
- Working closely with the financial adviser and paraplanner to ensure a high standard of advice and service to clients
- Working closely with the provider admin to ensure they have the information required to communicate and liaise effectively with external product providers to obtain policy specific information and to ensure business is completed within SLAs
- Populating and maintaining client records within our IO database
- Producing all the relevant paperwork for the client, on behalf of the Adviser, including quotations, illustrations and valuations
- Processing all new business documentation in accordance with the agreed service and quality standards
- Dealing with basic queries from clients, Advisers or colleagues, taking the appropriate action to ensure the query is dealt with in a timely and effective manor
- Providing professional customer service to new and existing clients via telephone, email and face to face when required
- Processing and scanning post
To enjoy and succeed in this role, you will:
- Have experience within an IFA/Financial Planning firm
- Have experience of IO back office software
- Have strong excel and word skills
- Be experienced with dealing with product providers regarding a range of pensions and investments
- Be integral to seeing business through from the start to the end of the process, which may also involve dealing with clients
- Good working knowledge of IO database is preferred
- Sound knowledge of Microsoft Word, Excel and PowerPoint
About you
- Thorough, with a high degree of accuracy
- Excellent attention to detail
- Able to multi task and prioritise effectively
- Excellent communication skills
- High level of organisational skills
- Team player with a hands-on motivational approach
In addition to a competitive salary and access to our profit share scheme, we offer:
- A flexible selection of employee benefits, so you can choose a package that best matches your lifestyle and needs
- A collaborative and encouraging work environment where your thinking and ideas are encouraged
- On site mental health and wellbeing assistance
- A commitment to helping you develop both personally and professionally, with mentoring opportunities and access to our award-winning learning portal, Aspire
- Regular social activities, in addition to three days paid volunteering leave each year and a day’s leave to celebrate your birthday
- Hybrid working so you can enjoy the positive wellbeing of working from home as well as the benefits of meeting colleagues in our sociable, modern office environments – with the expectation of two ‘in-office’ days per week
- A flexible working window, allowing colleagues the freedom to work flexibly between the hours of 7am and 7pm
Please note, we recruit on a rolling basis so early applications are recommended to avoid disappointment.
About Us
Hymans Robertson Personal Wealth LLP was established in 2021, our purpose is to deliver high quality financial planning services to retail clients, accessed via the workplace, introductions, and referrals. We believe everyone should be able to access trustworthy, high-quality support with their finances. We help people from the beginning of their career all the way through to retirement, with the many decisions or challenges they may face along the way. We are a diverse team of friendly, highly qualified individuals. We’re always thinking about how we can create better futures for our clients and their families.
For a century our parent company, Hymans Robertson LLP, has been helping companies and pension schemes make decisions that have real and direct consequences on the financial futures of employees and pension scheme members. From advising on and investing the assets of our institutional clients for 100 years, we’ve learned a thing or two. We’ve adopted the same rigorous approach to managing the finances of individuals.
Our working environment is refreshing and innovative where independent thinking is encouraged. Every employee genuinely makes a difference.
We’re committed to promoting a diverse and inclusive environment and will take every step to ensure our employees and clients are treated fairly and with respect. We welcome applications from all backgrounds and sections of the community. We can offer flexible working and are happy to consider a variety of working patterns.
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