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Preston

    IFA Administrator - Preston, United Kingdom - Juniper

    Juniper
    Juniper Preston, United Kingdom

    3 weeks ago

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    Description

    Job Description

    Who we are at

    • Juniper Wealth Management are a small financial planning firm who are looking to grow the team this year. We provide ongoing advice to approximately 300 clients and we are growing steadily.
    • We are committed to providing the training and support to help all our staff reach their full potential.
    • We are a bunch of nice people; even if we do say so ourselves

    We are looking for

    • 2 years' experience working in an administrative role at a financial advice firm.
    • Someone with attention to detail and a passion for process, organisation and all things administration.
    • Excellent verbal and written communication skills.
    • A willingness to learn and try new things.
    • Someone who can manage a reasonable workload and manage their time.
    • An administrator excited by the idea of being part of a small, friendly team where you will see every part of the business.
    • Passionate about financial planning and the good it can do.
    • Interested in the human side of the job; we deal with the hopes, dreams and fears of real people, not just numbers.

    What you'll be doing

    • Working closely with Financial Advisers and their clients to achieve their goals.
    • Working with clients who have NHS Pensions.
    • New business administration – ensuring new clients experience a smooth process.
    • Dealing with administrative tasks arising out of meetings.
    • Communicating with clients and providers by telephone and email.
    • Doing whatever else comes along; we're a small firm and we all need to muck in.

    The package

    • Competitive salary with clearly mapped out progression.
    • Team based annual bonus based on - so we're all pulling in the same direction
    • 20 days holiday plus bank holidays. In addition, we close between Christmas and New Year; who wants to be working then?

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