Who We Are
We are an established Independent Financial Advisers (Iceni Financial Advisers) based in Drayton in Norwich. We specialise in the management of pensions and investments, together with estate and tax planning, will writing and mortgages. We are professional, qualified and experienced.
About The Role
The role will report to the Managing Director. The PA/Administrator will provide exceptional administrative and technical support to clients and the Managing Director. They will be responsible for ensuring that they deliver good outcomes for all clients. The ideal candidate will be an experienced Administrator with good communication and customer service skills. A background in Financial Services would be an advantage, but not essential.
Responsibilities
· Quickly and effectively deal with queries from clients through clear and thorough communication.
· Collate and record client policy information and critical data.
· Ensure all written and electronic client communication are accurately recorded and maintained to Intelliflo (iO)
· Obtain policy information, quotes, illustrations, and product details.
· New client onboarding from initial contact until funds are invested.
· Process and submit new business to providers and ensure applications are completed efficiently.
· Prepare documentation for initial client meetings and annual financial reviews.
· Create, schedule and manage follow-up tasks relating to client meetings.
· Comply with internal and FCA compliance policies and procedures, ensuring all client data and information remain confidential and compliant eg GDPR.
Experience and Qualifications
· Excellent communication skills, both written and verbal.
· A thorough approach to tackling problems and the ability to work methodically.
· The ability to prioritise workload and meet deadlines.
· Meticulous attention to detail and accuracy is essential.
· Excellent IT skills and proficiency in Microsoft Office packages.
· Experience using iO is desired, but not essential.
· Exceptional customer service skills.
· The ability to work as part of a team.
· Excellent ‘A Level’/Degree level qualification is desired.
Location and Commitments
· Permanent, office based position. Flexible working hours.
· Based at our Drayton office. Free parking is available.
What We Offer
· Salary commensurate with experience.
· Holidays commensurate with days/hours worked.
· Free on-site parking.
· Company Pension scheme.
· Supported professional training and development.
· Opportunity to train for Paraplanner Qualification/Diploma, if desired.
Job Type: Permanent
Pay: £23,000.00-£30,000.00 per year
Benefits:
- Company pension
- Free parking
- On-site parking
Work Location: In person
