Financial Services Administrator - Waterlooville, United Kingdom - de Mellow & Co Wealth Management

de Mellow & Co Wealth Management
de Mellow & Co Wealth Management
Verified Company
Waterlooville, United Kingdom

1 week ago

Tom O´Connor

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Tom O´Connor

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Description

Financial Services Administrator (Paraplanning Team)

Location:
Hambledon, Hampshire

We are a Chartered Financial Firm looking to appoint a Financial Services Administrator to join our Paraplanning Team. We are a dynamic and ambitious business, winning SJP's Chartered Firm of The Year in 2023.


As a Financial Services Administrator, you will be working in the Paraplanning Team, supporting our paraplanners in all areas of administration with the option to develop onto achieving a Diploma in Regulated Financial Planning.


The Role:


You will be working within the Paraplanning team alongside our team of six Financial Planners, assisting in all areas of administration.

Our in-house training considers your learning style, and we positively encourage ongoing professional development through CII qualification with ongoing salary increases as you develop your skills.


The key responsibilities will be as follows:

  • Preparing illustrations and suitability letters.
  • Liaise with Financial Planners to obtain accurate information to complete cases.
  • Collate and assess the information provided by third parties and meeting timescales to ensure outstanding client outcomes.

You are not required to have any previous experience in finance or

administration, just a willingness to learn

The Person:


  • Strong written and verbal communication skills at all levels.
  • Highly organised and efficient with their workload.
  • Approachable and friendly during all interactions with different departments
  • IT technically proficient, including Office 36
  • Driven to achieve personal and professional goals as well as the company vision.
  • Understanding the benefits of the wellbeing agenda and promoting open and considerate culture.

Job Types:
Full-time, Permanent, Apprenticeship, Graduate


Salary:
From £21,000.00 per year


Benefits:


  • Company events
  • Company pension
  • Discounted or free food
  • Onsite parking
  • Private dental insurance
  • Private medical insurance
  • Referral programme

Schedule:

  • Monday to Friday

Supplemental pay types:

  • Performance bonus

Ability to commute/relocate:

  • Waterlooville: reliably commute or plan to relocate before starting work (required)

Work Location:
In person
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