Financial Services Administrator - Norwich, United Kingdom - Harrold Financial Planning Ltd

Description

Job Title:
Financial Services IFA Administrator


Location:
Central Norwich (St Georges Street), with occasional meetings in Hingham, Norfolk


Salary:
£19,000 - £20,000


Hours:35 per week, 9am - 5pm with 1-hour unpaid lunch


About HFP:

HFP started in business in 1988. We provide informed, impartial and independent financial advice across the full range of financial services.

We have a full and diverse range of clients, and are well respected locally and build long-standing relationships with our clients.

Working across two offices, we have regular meetings with all staff attending, as well as annual 'team building' days and Christmas party.

The role will be focused on providing administrative support to our advisers and other members of the support team, and is the perfect role for someone wanting to start a career in financial services.

Primarily, this will include preparing client review packs, completing actions from reviews, welcoming clients to the office, and general administrative tasks.

No prior experience of working in financial services is required, although this would be beneficial.

Above all, we are looking for somebody with a strong work ethic and 'can do' attitude - we can teach you the knowledge you require to excel

If you would like to pursue professional qualifications, we will provide exam support and we actively encourage development from all members of the team.

We much prefer to promote staff internally, so there is definite career progression available for those who want it.


The role:

• Support the Operations Manager, Advisers and Support Team
• Manage and update backoffice systems
• Liaise with product providers to request information
• Obtain valuations and produce meeting packs
• Complete adhoc data management projects
• General administrative duties
• Welcome clients to office

What's in it for you?

• Salary of up to £20,000
• Progression opportunities
• Death in service scheme
• Private health care with option to add family members
• Contribution towards a pension at 8% of salary, as long as you pay 2%
• Supportive and inclusive company with a friendly office environment

Skills and experience required:

• Confident on the phone and in person
• Competent with Outlook and other MS Office programmes
• Have a good attention to detail
• Organised, approachable, selfmotivated, enthusiastic
• Knowledge of financial services products would be advantageous, but not essential

Next steps:

• When applying, please include details of why you think you are the perfect person for the role, and we will get back to everyone that applies.

Salary:
£19,000.00-£20,000.00 per year


Benefits:

• Company events
• Company pension
• Life insurance
• Private medical insurance
• Sick pay

Schedule:

• Monday to Friday

Ability to commute/relocate:

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

Work Location:
One location