Administrator - Peterborough, United Kingdom - Aurea Financial Planning Ltd

Description

Company Description
Aurea Financial Planning is an award-winning Holistic Financial Planning company based in Peterborough.

We specialize in Lifestyle Planning for clients who are looking for a lifestyle change, such as retirement, career change, bereavement, or divorce.

We provide 'What if' planning to show our clients the potential difference in the decisions they make now.

Our goal is to create a trusted relationship with our clients to provide them with peace of mind and financial security.

Role Description
We are looking for an experienced part-time of full-time Administrator to join our team.

This is a hybrid role, initially working from the office in Peterborough and then with the option for remote working should you prefer.

You will be working with the paraplanning team to support them in producing highly detailed financial plans for our clients.

Prior experience of working within an IFA or Financial Planning company is required with some knowledge of financial products. You will be expected to be proficient in the use of back office systems and investment platforms. A good working knowledge of excel is also required along with excellent written communication skills.

In return we are a fully supportive small company who appreciates the work life balance with hard work being rewarded and flexibility where needed, both from you and us.

We provide a competitive salary with the usual benefits, pension, holiday, sick pay etc.

But more than this, we are a team, we support each other and it is important to find the right person to bring into our team where you will find a positive work environment with plenty of laughs along the way.

Job requirements

• Attention to detail and accuracy
• Excellent organisational and time management skills
• Strong customer service and communication skills
• Proficiency in Microsoft Office Suite
• Ability to work independently and as part of a team
• Ability to multitask and prioritise tasks
• 2 years minimum experience within financial services

Job Types:
Full-time, Part-time

Part-time hours: per week


Salary:
£23,000.00-£27,000.00 per year


Benefits:

• Canteen
• Casual dress
• Company pension
• Onsite gym
• Sick pay
• Work from home

Schedule:

• Monday to Friday

Ability to commute/relocate:

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

Education:

• A-Level or equivalent (preferred)

Experience:

• Working within an IFA company (required)

Language:

• English (required)

Work Location:
Hybrid remote in Peterborough

Application deadline: 03/07/2023


Reference ID:
Aureaadmin23