Job Overview
Founded in 2010, Burfield Financial Planning has earned a strong reputation for providing high-quality, personalised financial advice. Our team of four Advisers brings over 40 years of combined experience, specialising in retirement planning alongside a wide range of financial planning services.
We are looking for a proactive and organised Administrator to join our friendly and supportive team. Working closely with Advisers, Paraplanners, and fellow Administrators, you will play a key role in delivering excellent client service and supporting the smooth day-to-day running of the business. This is a great opportunity to develop your skills and build a rewarding career within a respected financial planning firm.
About the Role
- Full-time, permanent position
- Office-based in Northwich
- Monday to Thursday: 9:00am to 5:00pm
- Friday: 9:00am to 4:00pm
- Friendly and supportive team environment
Responsibilities
- Prepare annual review reports and complete review files in line with company procedures.
- Obtain quotations, illustrations, and other pre-sale documentation.
- Process new business applications across pensions, investments, and other financial planning products.
- Maintain accurate client records on the back-office system.
- Process client withdrawals and monitor cases through to completion.
- Liaise with clients, advisers, and providers to ensure work is completed efficiently and on time.
- Handle telephone enquiries and correspondence.
- Assist with general administrative and office duties as required.
Ideal Requirements
- Previous financial services administration experience is desirable.
- Experience preparing valuations and client review reports would be advantageous.
- Knowledge of Intelligent Office, Dynamic Planner, and Microsoft Office is beneficial.
- Strong organisational skills with the ability to manage competing priorities.
- Excellent attention to detail and accuracy.
- Client-focused with a commitment to delivering outstanding service.
- Strong communication and interpersonal skills.
- Professional and confident telephone manner.
- Able to work effectively both independently and as part of a team.
Benefits
- 25 days' annual leave plus bank holidays.
- Additional annual leave awarded for long service, up to a maximum of 27 days.
- Company pension scheme.
- Birthday leave.
- Study support and professional development opportunities.
- Death in Service cover
Job Type: Full-time
Pay: £26,000.00-£30,000.00 per year
Benefits:
- Company pension
- Life insurance
- Sick pay
Application question(s):
- List three reasons why you would be a suitable candidate for this role? (No AI responses)
Experience:
- Administrative: 1 year (preferred)
Language:
Work authorisation:
- United Kingdom (required)
Work Location: In person
