Financial Services Administrator - Bury St. Edmunds, United Kingdom - Lovewell Blake

Lovewell Blake
Lovewell Blake
Verified Company
Bury St. Edmunds, United Kingdom

3 weeks ago

Tom O´Connor

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Tom O´Connor

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Description
Do you want to work for a Firm that invests in your training and development? Are you looking for an employer who cares about your wellbeing and the local community?

Lovewell Blake is a dynamic, supportive and sociable place to work. We will continually support, invest and encourage your training and development to help you reach your personal career goals.


With an extensive wellbeing strategy, including a full employee assistance programme plus trained Mental Health and Wellbeing Champions in each of our offices, support is always available for our employees.

Our holiday policy gives you the option to buy five additional days' holiday each year and we offer flexi-hour contracts to allow you to choose the hours that work best for you, alongside an agile working policy, promoting a positive work life balance.

We provide staff with a paid day out of the office each year to support a local charity/good cause.

There are also numerous fundraising activities taking place throughout the year to raise money for the Lovewell Blake Community Fund.

All this culminated in 2021 when Lovewell Blake was awarded the Gold Accreditation at The Best Employers Eastern Region Programme and then again in 2023.

We have an exciting opportunity for an Administrator to join our Team within Financial Planning in our Bury office.


As an administrator you will be focused on providing excellent administration and compliance support to Clients, Advisers, Managers and Director's.


Responsibilities:


  • Ensure all administration is undertaken to the highest standard and conducted in accordance with the firm's procedures, service standards and the requirements of the FCA.
  • Daily administration will include a wide variety of task as detailed in the internal firm's processes.
  • Responsible for managing your own work activity and will be in frequent discussion with your Supervisor.
  • Input accurate and up to date information on internal/external software packages and provider websites.
  • Work respectfully and professionally with other members of your team and offer work support when capacity allows.
  • Ensure that all communications with clients, including correspondence, meetings, and telephone calls, are dealt with promptly and within service standards.
  • Attend client meetings with the Advisers/Directors so as to build a rapport with your client base.
  • To take an active role in departmental meetings and look to improve existing processes.
  • To travel to and work from other offices when required.
  • Participate in adhoc assignments.

Person Specification

  • At least three years' experience in an administrative or support role in Financial Services.
  • Experience with Intelliflo is desired but not essential.
  • The ability to manage own time and work to deadlines, to take instruction from senior staff and execute tasks as required.
  • Strong attention to detail
  • Strong organisational skills and ability to handle multiple priorities.
  • Ability to work both independently and as part of a team.
  • Some flexibility is required to changing priorities.
  • Selfmotivated and ability to use own initiative
  • Excellent computer skills, particularly using Microsoft Office (Word, Excel, and Outlook)

Job Types:
Full-time, Permanent


Pay:
£20,000.00-£30,000.00 per year


Benefits:


  • Company events
  • Company pension
  • Cycle to work scheme
  • Free parking
  • Health & wellbeing programme
  • Onsite parking
  • Paid volunteer time
  • Private medical insurance

Schedule:

  • Monday to Friday
  • No weekends

Work Location:
In person

Application deadline: 30/06/2024
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