This role encompasses a wide range of financial administrative duties, along with some research and writing tasks. You will form part of the foundation of a larger team, being a mix of paraplanners, technical experts and administrators so the role asks for someone who is a team player, contributor and someone who embodies our “got your back” ethic.
Ideally, we are looking for someone who has some experience in administrative roles, preferably within an Independent Financial Advisers, however not essential. We need someone who is keen to learn and embrace the skills we’re cultivating for this role and full training can be provided for the right candidate.
The role includes:
Having a keen eye for detail to accurately and efficiently gather and compile client information across a wide range of financial products and policy types, including pensions and investments.
Prepare high-quality annual review documentation for a portfolio of clients, ensuring accuracy and attention to detail.
Undertake technical research using a variety of industry platforms, systems, and online resources to support client outcomes and adviser requirements.
Build and maintain professional relationships with providers and advisers, delivering excellent customer service through a range of communication channels.
Effectively manage a varied workload within a fast-paced environment, meeting deadlines and achieving performance targets while maintaining high standards of accuracy.
Maintain comprehensive and up-to-date records on our specialist project management system, Dextera, ensuring all client and case information is recorded accurately.
Work collaboratively as part of the Paraplanning and Administration teams, providing support to colleagues when required and contributing to the successful delivery of services across multiple firms.
This is a hybrid role, however full-time working in the Darlington office applies until successful completion of a four month probation. Following successfully completing probation a minimum of three days working from the office will be required.
For this particular role, we're keen for the individual to hit the ground running. Therefore, we request applicants have:
Proficient in Microsoft Office applications, particularly Microsoft Word and Excel, with strong overall IT skills.
Excellent organisational, case management, and time management abilities, with the capacity to prioritise workloads and meet deadlines within a customer-focused, SLA-driven environment.
Strong written communication skills, with a good level of numerical competency and confidence in working with calculations, formulae, and data.
A collaborative and supportive team player who contributes effectively within a team environment while delivering excellent service to internal and external customers.
Confident communicating with advisers, clients, and product providers over the telephone, delivering a professional and customer-focused service.
Additional desirable attributes are:
Experience working with pensions and investment products, including ISAs, General Investment Accounts (GIAs), and Bonds.
A flexible and adaptable approach, with a willingness to contribute new ideas and creative solutions.
Enthusiastic about helping to shape and develop the role, supporting continuous improvement within Verve and contributing to the wider financial services community.
Have previously worked for Independent Financial Advisers or in a similar environment.
Verve offers a range of services to financial planners and ultimately works towards two key aims; to help support good quality financial advice firms to grow and develop, and to attract new people into financial services and help train them up, for the benefit of the future of the profession.
Across all departments, we approach financial services with a innovative and positive outlook; our focus is on relentlessly improving and never settling for just doing what has always been done. We're passionate that more people can and should benefit from advice, and it's our mission to make it more accessible for them.
We offer a range of benefits to permanent employees to ensure our team feels supported and motivated. We reward loyalty and offer enhanced benefits to reward employees who choose to grow their career with us, but as standard these include…
Standard benefits (Based on a full-time position)
21 days basic holiday allowance (increasing 1 day per year for each year’s service, to a max of 26 days); plus bank holidays; plus Christmas close-down and your birthday off if it falls on a weekday.
Personal development budget (for exams, training, anything to help you excel!)
Personalised salary structure to reflect your own effort and contribution
Hybrid or fully remote options available, depending on role and experience.
Access to lifestyle benefits such as in-office gym, meditation app, high street discount & rewards app and financial wellbeing platform.
Death in service cover
Upon completion of a qualifying period, we offer an EMI share scheme, allowing you to benefit both from declared dividends and long term performance returns.
At the same time, you will become eligible for our enhanced parental leave benefits.
Anything else?
We've never been a fan of a dress code. If you're hybrid and coming into the office, dress appropriately for a workplace environment, but have the flexibility for that to be whatever you feel comfortable in.
Extensive health and wellbeing programme and initiatives, including desk massages, team hikes and yoga / fitness sessions.
Being part of a company with a higher purpose and strong values.
Office snacks and refreshments
Open plan ‘living office’ environment – including rocking (or sometimes dubious) playlists, beer/wine fridge, breakout lounge, breakfast club, ping pong table.
2 official annual company parties, plus ad hoc team nights out and monthly enrichment sessions
Office dogs welcome!
Salary is dependent upon experience.
