Financial Planning Administrator

Financial Planning IFA Administrator required for an awardwinning and expanding company. Be part of a small team that plays a fundamental part in helping our clients achieve their goals and protect their futures..

Do you have at least one years experience gained in a financial planning or IFA firm

Do you share our values friendship and enjoyment teamwork and respect honesty and openness

Working at the Orchard Practice is great and its refreshing to work in an office environment which is not only nice to be in but one that really cares about your growth and progression. From the getgo your ideas are heard and taken on board and you feel like youre part of something bigger than the day to day work youre doing.

If this sounds like your dream job please apply!

This is a great opportunity to use your skills in a team that works hard to achieve the best outcomes for their clients. You will be made to feel extremely welcome from day one and youll get to work with some highly experienced people. The managers of the business will go out of their way to give you the support and leadership that is required and this has created a positive working atmosphere.

This is a key role with lots of responsibility and your tasks will include:

• Supporting and working closely with the financial planners and other team members.
• Managing client documentation and recommendation reports.
• Liaising with product providers and key partners.
• Monitoring workflow to ensure all steps complete.
• Manage and maintain client data within the back office system.
• Prepare accurate and timely documentation for client meetings.
• Operate as prime point of contact for potential and existing client base.

Skills required

We are looking for someone with the following skills.

• At least one years financial planning administration experience.
• A proactive attitude and a willingness to learn.
• Highly organised.
• Passionate about attention to detail.
• Enjoy dealing with people from all walks of life.

Additional information and benefits

This is a fulltime officebased role offering a huge array of benefits including pension flexitime medical insurance regular fun company events training and development support and more.

About us

Were a familyowned team of financial planners based in Elstree & Borehamwood. Established in 1997 we use our experience and expertise to support our clients in achieving their financial and lifestyle goals.

How we approach our working relationships is what defines us as a practice. With a strong set of values and clientfocused services we provide our clients with an authentic friendly experience every single time.

We want to grow together. To do this we base our entire work ethic on one main principle; treat others how we wish to be treated ourselves.

Further information

We are using advertising recruiters Recruitment Rebellion Limited to assist us with this vacancy. Adverts run for up to 40 days and we encourage applications during this period. The interviewing process can start at any time and adverts can be ended early if a suitable candidate is found. Our application process is designed to be fair straightforward and inclusive to engage with as many applicants as possible. If you require reasonable adjustments please let us know. Only shortlisted candidates will be contacted. In order to give your application the best chance of success please: Check that you meet the criteria for the role and have the right to work in the UK apply with a CV that is clear concise and correct and tailor your CV to highlight your experience and relevant achievements to the position.

Remote Work :

No