Job Summary
Acorn to Oaks Financial Services is an employee-owned financial planning business seeking a Financial Planning Administrator to join our friendly and supportive team. This is an excellent opportunity for an organised and proactive administrator who wants to build a long-term career within financial planning. Following training, the role will be predominantly home-based with approximately one office day per week where required.
What You Will Be Doing
- Processing Letters of Authority and obtaining information from product providers.
- Submitting and progressing new business applications.
- Preparing documentation for client reviews.
- Maintaining accurate client records and documentation.
- Liaising with clients, providers and third parties.
- Monitoring outstanding actions and progressing cases to completion.
- Supporting Financial Advisers with day-to-day administration.
- Assisting with wider operational projects as the business grows.
Qualifications/ Experience
- Minimum 5 GCSE'S including Maths and English Level 4 -9 or A*-C
- Proven experience in administrative roles within the financial services sector, particularly financial planning, wealth management, pensions, investments, (desirable)
- Strong report writing skills with the ability to produce detailed and accurate documents. Excellent attention to detail.
- Proficiency in Microsoft Office suite, including Word, Excel, Outlook
- Exceptional communication skills, both written and spoken
- Dependable approach to work
Pay: £25,000.00-£30,000.00 per year
Benefits:
- Company pension
- Employee discount
- Financial planning services
- Free parking
- Profit sharing
- Sick pay
Work Location: Hybrid remote in Willenhall WV13 2HA
