Financial Planning Administrator - Bury St. Edmunds, United Kingdom - Churchgate Accountants

Description

• Fulltime
• Date posted: th March 202
• Churchgate Accountants Limited

This position is based in the busy financial planning department of our office at Langton Place in Bury St Edmunds.

Reporting to the Senior Financial Planning Administrator, this support role involves working closely with the Financial Planning Advisers and Paraplanners in our team.

• General daytoday administration tasks such as dealing with client enquiries, taking telephone calls, obtaining information from providers and filing client documents.
• Maintaining client information accurately on the firm's software including CCH, XPLAN and Investment platforms. Keeping compliant records for all financial planning services.
• Administering the onboarding of new clients and the servicing of existing clients.
• General support to Advisers and Paraplanners, including helping the team prepare, coordinate and follow up on client meetings.
• Assist with the preparation of annual portfolio reviews for clients by preparing review packs for the Adviser and Paraplanner. This requires analytical skills to carefully check figures and ensure that backoffice data is correct to provide a client with a clear and accurate report.
• Processing of backoffice tasks such as billing and recording commission and adviser fees on our systems
• Producing top up reports for ISAs and pensions as instructed by the Paraplanners. Including producing personalised and cost illustrations.
• Assisting the Senior Financial Planning Administrator with training new recruits on systems and processes.
• Communicating effectively with senior team members as well as administration staff and working well in a team as a whole is crucial. Liaising with colleagues from all departments, across the firm, to assist with the effective management of client affairs is required.
• Ensure compliance with financial regulations and company policies.

• At least three years' experience in an administrative or support role in Financial Services.
• Excellent computer skills, particularly using Microsoft Office, document management and financial planning document production software. Experience with XPLAN is desired but not essential.
• Excellent organisational ability and with a strong eye for detail.
• Strong interpersonal skills and used to working as part of a team. Be able to build strong working relationships and be a team player.
• The ability to manage own time and work to deadlines, to take instruction from senior staff and execute tasks as required.
• Be able to work well under pressure, managing a varied workload whilst remaining organised and focused.
• Ability to refine processes to ensure the smooth operating of the financial planning team.
• A relevant qualification would be desirable, although not essential.

• A competitive salary.

• Day off on your birthday
• Holiday purchase/sale scheme.
• Flexible home working policy.
• Matching employer pension contributions up to 6% of salary.
• Salary sacrifice available for pension contributions.
• Income protection if you are off work due to long term illness or injury equal to 50% of salary until State Pension age.
• Death in service benefit (4 x basic salary).
• Private health insurance individual cover paid for.
• Employee assistance programme.
• Length of service recognition.
• Social events paid for or subsidised by the firm.
• Churchgates will offer study support for a Financial Planning Administration qualification.