Brilliant opportunity to join a growing business that has strong values and a clear vision for its future.
Would you like to work for a company with a clear identity, strong values, an amazing culture, and a defined purpose?
Entry level position for with opportunities for development. Role ideally suited to graduates wanting to develop their career in Financial Services.
This is a great opportunity to join company that has imagined what a next generation financial planning business should look like. Our purpose is to enrich the lives not just of the clients we work for, but also the people that work for us, and we and have created an environment where our team members feel they belong and can thrive and grow. If this is what you are looking for in a company and our values resonate with you, please apply, we would love to hear from you!
The role
This is a full-time role.
The role of the Administration Support is to support IFA Administrators, Office Managers & Financial Planners. To provide an efficient, high quality and compliant service to our clients. Deliver a full customer service in a professional, timely and efficient manner. Duties include:

• Issuing Client Review form and Risk Questionnaire
• Obtaining provider information (LOA) where required.

Assisting with preparing valuation reports
Preparing review checklist for adviser/client appointments
Preparing any documentation required
Preparing valuation reports
Updating back office system to maintain accurate client data/records
Filing/scanning/photocopying/post/franking/answering phone calls
Updating Fact Find information on back-office system
Sending Light-Touch letters to clients
One off projects to assist ongoing development and growth of business
Greeting clients
General administration duties
Salary:
Meets NMW
Job Types: Full-time, Permanent
Benefits:

• Company pension
• Free parking
• Life insurance
• On-site parking
• Referral programme
• Sick pay

Schedule:

• Monday to Friday

Ability to commute/relocate:

• Warwick CV34 6LG: reliably commute or plan to relocate before starting work (required)

Experience:

• Administrative: 1 year (required)

Work authorisation:

• United Kingdom (required)

Work Location: In person