Experienced Financial Services Professionals Only
We are seeking an experienced and highly organised Executive Assistant / Financial Services Administrator to join our growing Independent Financial Adviser (IFA) practice.
We are looking for someone who can make an immediate contribution to the business and who already has experience working within an Independent Financial Adviser (IFA), Wealth Management or Financial Planning firm.
If you do not have previous experience in financial services administration, your application will unfortunately not be considered.
This is a varied role that combines Executive Assistant responsibilities with financial services administration, supporting the Directors and advisers while helping to ensure the smooth running of the business and delivering an exceptional service to our clients.
The Role
This is an excellent opportunity to become a key member of a growing financial planning business. The successful candidate will have the opportunity to take ownership of processes, contribute to business improvements and develop their career as the business continues to grow.
As a key member of our team, you will be responsible for providing high-level administrative support while also managing a wide range of financial services administration tasks.
Your responsibilities will include:
Executive Assistant Duties
- Managing diaries, appointments and meetings.
- Organising workloads and prioritising key business activities.
- Managing emails and correspondence.
- Preparing meeting packs and documentation.
- Coordinating projects and following up outstanding actions.
- Supporting the Directors with day-to-day business operations.
- Maintaining accurate records and ensuring deadlines are met.
Financial Services Administration
- Processing new business applications.
- Preparing client documentation and suitability paperwork.
- Liaising with investment platforms, pension providers and insurers.
- Managing client records using the firm's back-office systems.
- Monitoring applications through to completion.
- Assisting with annual reviews and ongoing client servicing.
- Ensuring all work complies with FCA regulatory requirements and internal procedures.
Essential Requirements
To be considered for this position, you must have:
- A minimum of two years' experience working within an Independent Financial Adviser (IFA), Wealth Management or Financial Planning firm.
- Previous experience as an Executive Assistant, Personal Assistant, Senior Administrator or Financial Services Administrator.
- Experience of financial services administration, including pensions, investments, protection and/or mortgages.
- Experience liaising with financial providers, platforms and clients.
- Excellent organisational and time management skills.
- Outstanding attention to detail and accuracy.
- Strong written and verbal communication skills.
- The ability to work independently, manage multiple priorities and maintain confidentiality.
Desirable Experience
While not essential, experience of the following would be advantageous:
- Intelligent Office (IO).
- Provider platforms such as Aviva, Quilter, Transact, Abrdn, Aegon, Royal London or similar.
- Microsoft Office 365, including Outlook, Word and Excel.
- An understanding of FCA regulatory requirements and Consumer Duty.
What We Offer
- Competitive salary of £27,000–£30,000, depending on experience.
- A permanent, full-time office-based role.
- A supportive and friendly working environment.
- Opportunities for ongoing training and professional development.
- The chance to become an integral part of a growing and ambitious financial planning business.
- Company pension.
Before You Apply
Please ensure your CV clearly demonstrates your experience within an IFA, Wealth Management or Financial Planning practice.
Applications from candidates without relevant financial services experience will not be progressed.
If you are an experienced Executive Assistant or Financial Services Administrator looking for a varied role where you can make a genuine impact within a professional and growing business, we would be delighted to hear from you.
Pay: £27,000.00-£30,000.00 per year
Benefits:
- Company pension
- Employee discount
- Financial planning services
- Free parking
- Referral programme
Work Location: In person
