Job Information

They require a friendly, flexible and proactive individual to join a, busy team, based in central Chelmsford, with free parking.  The team you will be joining looks after clients and provides support to financial planners and technical specialists. 

Role:

• Administering clients' portfolios using Standard Life (abrdn), Novia and Transact platforms
• Processing platform / off-platform new business by liaising with providers, clients and team
• Preparing all documentation in respect of a client’s annual portfolio review
• Preparing Income Drawdown Reviews
• Administering client transactions on platforms
• Dealing with platforms and product providers to obtain information about existing and potential investments
• Supporting financial planners and technical team
• Handling client queries and helping service existing clients
• Maintaining Intelliflo Office system

Candidates:

·         Ideally 2+ years’ experience as a financial administrator / client support at an IFA or within financial services         
Has some experience in using a platform

·         Experience in using Intelliflo would be an advantage

·         Service orientated with a general interest in providing an exceptional client experience

·         Good interpersonal skills and must be a team player, but also able to work on own

·         Ability to work in a busy working environment, prioritise work and meet deadlines

·         Excellent administration, written / verbal communication skills and organisational skills

·         Interested in gaining professional qualifications in Financial Services  

 Benefits:

• Staff bonus scheme
• Holiday: 23 days per annum, increasing after 3, 6, 9, 14 and 19 years’ service
• Death in Service scheme 4 x salary
• Income protection
• 5% of salary contribution into our Group Personal Pension with immediate effect
• Christmas Closure
• Free parking on site
• Professional Development Programme for all staff
• Subsidised study materials and exam costs
• Award payment scheme for professional qualifications gained
• Study days
• Social events
• Sight test vouchers
• Glasses subsidy
• Flu vaccination vouchers

·         flexible working starting in the autumn. 

·       Professional Development Programme where full training is provided throughout an employee’s career.

Please apply online or contact Cameron James for further details