Job Overview
Burfield Financial Planning was established in 2010 and has built a strong reputation for providing high-quality financial advice. Our team of four Advisers has over 40 years of combined industry experience. While we specialise in retirement planning, we also offer a comprehensive range of financial solutions to meet our clients' needs.
We are seeking a Financial Services Administrator to join our team. The successful candidate will play a key role within the administration function, providing support to Advisers, Paraplanners, and fellow Administrators to ensure the efficient delivery of client services.
About the Role
- Office-based
- Full-time
- Permanent
- Monday to Friday, 9:00am to 5:00pm (Friday, 9:00am to 4:00pm)
Responsibilities
- Prepare annual review reports using company templates.
- Complete and submit annual review files in accordance with company procedures.
- Obtain pre-sale documentation, including quotations and supporting information.
- Process new business applications through to completion across pensions, investments, and other financial planning products.
- Ensure all relevant client documentation is accurately maintained on the back-office system.
- Maintain awareness of, and act in accordance with, all compliance and legislative obligations.
- Ensure client withdrawals are processed by providers in a timely manner and followed through to completion.
- Liaise with clients, advisers, and product providers to ensure tasks are completed efficiently and deadlines are met.
- Address client and intermediary enquiries professionally and promptly.
- Answer inbound calls and make outbound calls as required.
- Book appointments and assist with diary and calendar management.
- Carry out general administrative and office duties as required.
Requirements
- Previous experience in a similar role within a financial services business is desirable.
- Experience producing valuations and preparing reports would be advantageous.
- Experience using Intelligent Office and Dynamic Planner would be beneficial.
- Strong organisational skills, with the ability to manage and prioritise workloads effectively.
- Excellent attention to detail and a high level of accuracy.
- Customer-focused approach with a commitment to delivering exceptional service.
- Excellent communication, interpersonal, and relationship-building skills.
- Confident and professional telephone manner.
- Strong team player with the ability to work collaboratively.
- Good working knowledge of Microsoft Office applications.
Benefits
- 22 days' annual leave plus bank holidays. (Three days of annual leave must be taken during the Christmas and New Year office closure).
- An additional day's annual leave is awarded for each completed year of service, up to a maximum entitlement of 27 days.
- Company pension scheme.
- Birthday leave.
- Study support.
- Death in Service benefit.
Job Type: Full-time
Pay: £26,000.00-£30,000.00 per year
Benefits:
- Company pension
- Life insurance
- Sick pay
Work Location: In person
