Financial Administration Assistant – Financial Planning Team
Bigmore Associates is a long-standing and well-established financial services firm that offers a wide range of support and financial services to businesses and individuals.
We are looking for a Financial Administration Assistant to join our Financial Planning Team. Our office is based in Walton on Thames and this role is 5 days working in the office. Our weekly working hours are 37.5 hours between the hours of 8.30am to 5pm from Monday to Friday.
What skills, qualifications and experience do I need to have?
- Previous experience in an administrative role within financial services, wealth management or financial planning would be advantageous but not essential.
- Strong organisational skills with excellent attention to detail
- Confident using Microsoft Office, particularly Word, Excel and Outlook
- Experience using financial planning or CRM systems would be advantageous
- Excellent written and verbal communication skills
- Ability to manage multiple tasks and prioritise workload effectively
- Professional and client-focused approach
- GCSEs (or equivalent) in Maths and English at grade C/4 or above
- A willingness to learn and develop within the financial services industry
What are my key responsibilities?
- Providing administrative support to Financial Planners and the wider Financial Planning Team
- Preparing client documentation, application forms and review packs
- Liaising with clients, providers and third parties in a professional and timely manner
- Managing client records and ensuring information is accurate and up to date
- Assisting with new business processing and monitoring progress through to completion
- Scheduling meetings and maintaining adviser diaries
- Handling incoming correspondence, emails and telephone enquiries
- Supporting the team to ensure compliance and regulatory standards are met
- Assisting with general office administration duties as required
What do I need to bring to Bigmore Associates?
- A positive and proactive attitude
- Excellent attention to detail and pride in producing accurate work
- Strong interpersonal skills and the ability to build professional relationships
- A team-focused approach with a willingness to support colleagues
- Reliability, accountability and a strong work ethic
- A desire to provide exceptional service to clients and colleagues
- Flexibility and the ability to adapt in a fast-paced environment
- A willingness to learn, develop and grow within the business
What is the compensation package?
The salary range for this role is up to £25,625 per annum. Final agreed salary will depend on your qualifications and experience.
Our team is also eligible for a non contractual 10% discretionary bonus annually, which will depend on company profits, hitting your KPIs and exhibiting the behaviours we expect from our team, in line with our core values of:
- Client/People First
- Trust
- Empathy
- Innovate & Adapt
- Educate & Empower
Our core values sit at the heart of the business both in how we operate as a team and how we work with our clients.
We also have a comprehensive benefits package which currently includes:
- Private Medical Insurance
- Death in Service Cover
- Income Protection
- Employee Assistance Programme
- Group Pension Scheme
- Cycle to Work Scheme
We fully support ongoing study and longer-term career progression and there are significant opportunities to grow with the business.
About Bigmore Associates
We have been established in Walton on Thames for over 50 years and we have grown and evolved into a unique, market leading financial services business. We have complimentary, specialist teams looking after pensions, retirement and investment solutions, mortgages, protection and equity release, tax and estate planning, trusts, wills, LPAs and probate services and group benefits such as death in service cover, group pensions and group medical schemes and payroll services.
To learn more about what our days are like and why we are so passionate about making a difference, check out our article Why We Cannot Take the Heart Out of What We Do.
Pay: Up to £25,625.00 per year
Benefits:
- Company pension
- Cycle to work scheme
- Financial planning services
- Life insurance
- Private medical insurance
Work Location: In person
