Junior financial administrator Work, Jobs in Wethersfield, Ess (with Salaries)

Financial Services Administrator
Verlingue —Bury St. Edmunds
- £30,000 a year
- Full-time
- CRM software
- Writing skills
- Organisational skills
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Financial Services Administrator

Verlingue -
Bury St. Edmunds

Quick apply

Job details

Full-time
£30,000 a year

Benefits

Financial planning services

Qualifications

CRM software
Financial planning
Pension
Meeting coordination
Stakeholder collaboration
Stakeholder liaison
Writing skills
Mentoring junior staff
Administrative support experience
Microsoft Office Suite
Organisational skills
Customer support
Financial services
Communication skills
Negotiation

Full job description

Job Advert

Job Title

Financial Planning Administrator

Department

Employee Benefits

Locationon

Bury St Edmunds, Suffolk

Reporting to

Paraplanner / Client Service Manager – Financial Planning

Main purpose of job

As a Financial Services Administrator, you will be at the heart of our client service operation, providing vital support to both clients and the financial planning team. You'll help coordinate client meetings, prepare documentation, process applications, and act as a point of contact for queries from clients and providers. Your attention to detail will help ensure records are accurate, business is processed efficiently, and clients receive a high standard of service throughout their relationship with the company.

Company Vision

To build a large, European, independent, family-owned insurance brokerage, employee benefits & financial planning group in which talents blossom and client satisfaction is continually high.

Department Overview

Verlingue Financial Planning provide guidance and advice across all areas of financial planning

Verlingue Values

Exceptional

Being professional is expected; being exceptional makes us different. We are passionate about making our clients and each other feel special. We truly understand their needs and deliver an outstanding service every time.

Proud

We take pride in our work every day and always fulfil our promises. We’re proud of our reputation for always acting with the highest ethical standards and this is our foundation for building long term relationships.

Inclusive

We value and recognise the diverse skills and individuality that everyone brings to Verlingue. We respect each other and enjoy working collaboratively to achieve the best outcomes.

Key Accountabilities

Administration

Preparing and managing client documentation for both new business and ongoing servicing requirements
Processing new business and tracking applications to ensure completion in a timely manner
Liaising with providers and other third parties to support the delivery of financial planning services
Maintaining accurate client records and workflow systems in line with regulatory and company requirements
Supporting the wider financial planning team to deliver an efficient and high-quality client experience
Ensuring all administration activities are completed accurately, compliantly and within agreed service standards

Essential

Desirable

Qualifications

Working towards professional qualifications (either the Certificate in Financial Services or the Diploma in Regulated Financial Planning)

Skills, Knowledge & Attributes

Previous experience in an administrative or customer service role

Experience working within Financial Services, Pensions or Wealth Management

Experience using CRM systems, particularly Intelligent Office

Knowledge of financial products and services

Experience in Microsoft Office applications including Word, Excel, Outlook and Teams

Ability to prioritise workloads and manage multiple tasks effectively

Excellent organisational skills and attention to detail

Excellent interpersonal skills

Excellent communication skills, written and verbal

Proven ability to engage and develop effective working relationships with colleagues and external stakeholders

Ability to coach and support colleagues and teams.

Excellent presentation skills

Ability to negotiate with a diverse group of people.

High levels of energy, motivation, and initiative – a self-starter

Effective at working as part of a cohesive team.

Able to work under pressure and deliver results.

Ability to support and coach junior members of the team where required

Aligned with the Verlingue values and behaviours

Quick apply

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Financial Services Administrator

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