Maternity Cover - 1 year contract - Will look at part time 3/4days a week on flexible hours.
planr financial planning is built on over 30 years over experience within the financial sector. We build bespoke financial solutions to meet client goals, whatever they are. Our clients choose us because we know the financial services market. They trust us because our advice is transparent and impartial, and they know our team is experienced and approachable. At the end of the day, our clients’ financial success is proof that our approach work
We have an exciting opportunity to join our IFA Administration team. We are looking for those of you who wish to grow with us as a business in our Bromsgrove or Birmingham office. There are options to join on a part-time or full-time. In return, you will receive a competitive salary plus a range of benefits.
Your responsibilities will involve delivering exceptional service by offering precise, efficient, and well-organized administrative support.
If part-time the salary will be worked on a pro-rata basis on days worked.
To be considered for this role, candidates must already hold the right to work in the UK. We are unable to sponsor work visas for this position.
Key Responsibilities as our Administration Assistant will include:
- Provide administrative support to financial advisers.
- Prepare correspondence, including letters and emails.
- Act as a point of contact for clients, life offices, and business members.
- Maintain all administrative systems, ensuring that all client data is accurate and up-to-date.
- Manage the diary system, ensuring that daily tasks are completed.
- Assist with managing the IFA's portfolio of existing business.
- Ensure appropriate documentation is scanned and attached to relevant client records.
- Prepare review packs for advisers' client meetings.
What we are looking for in our ideal Administration Assistant:
- Sector Experience: Previous experience within the sector or a similar role.
- Organizational Skills: Effective organizational and planning abilities.
- Deadline-Oriented: Capability to work to deadlines.
- Relationship Building: Ability to forge and develop relationships.
- Quality Focused: Drive for quality in all tasks and projects.
- Communication Skills: Excellent interpersonal and communication abilities.
- Attention to Detail: Keen eye for detail.
- Technical Proficiency: Proficiency in Microsoft Word, Excel, and Outlook.
- Eagerness to Learn: Willingness to learn and develop professionally.
Benefits of working at planr:
- Training and Qualifications: We support and fund staff in obtaining professional qualifications relevant to their job roles after passing a three-month probation period.
- Contributory Pension Scheme
- Competitive Salary: Along with an annual discretionary bonus after one year's service.
- Health Benefit Scheme: This covers private medical insurance, death in service, and income protection.
- Competitive holiday allowance
- Enhanced Parental Pay: Enhanced maternity, adoptive, and paternity pay.
Pay: £25,500.00-£29,000.00 per year
Benefits:
- Company pension
- Free parking
- Life insurance
- On-site parking
- Private medical insurance
Experience:
- IFA Administrative: 1 year (required)
Work authorisation:
- United Kingdom (required)
Work Location: In person
