Financial Planning Administrator

Experienced Financial Planning Administrator required. Join a small familyrun award winning financial adviser business in a key role. Well support you in your career!

Do you want to work in a collaborative environment and gain strengths and encouragement from your colleagues

We have fun we enjoy working together and we are proud of what we do. If this sounds like a company where you would love to work please apply!

This is great opportunity to join our firm in a key financial planning administration role. You will be working in a highly responsible position and you will be part of an awardwinning motivated and welcoming team. We have excellent benefits including a wellbeing package support with your professional development and exams and a highly collaborative and encouraging working environment. Whats more youll be a voice that is listened to.

The role

As a Financial Planning Administrator youll play a crucial role in supporting our adviser team. Your responsibilities will include:

• Providing a personalised and highquality client experience.
• Assisting the Financial Planners in managing client relationships.
• Coordinating managing and implementing administration for our clients including gathering information on existing investments preparing documents for meetings and making sure client records are up to date and accurate.
• Having regular communication with clients providing them with progress updates and being involved in client meetings.
• Managing administration during the clients journey with us.

Essential skills

We are looking for someone with the following skills:

• Experience: Minimum of 2 years in financial services.
• Positive Attitude: Flexible helpful and willing to follow procedures.
• Organised: Can prioritise and manage busy workloads effectively.
• Communicative: Excellent telephone manner and written/verbal skills. IT Literate: Proficient in Microsoft Office Suite and Internet usage.
• DetailOriented: High accuracy in data entry and strong organisational skills. Independent: Works well under pressure and in a team without supervision.

Benefits

In addition to a competitive salary of 24000 to 31000 per annum (depending on experience) we offer:

• Discretionary Bonus Scheme
• Exam and Training Support for skill development and career progression.
• 27 days annual leave plus bank holidays
• An additional day holiday for your Birthday
• Generous Group Pension Private Medical & Health Care Scheme
• 4 x Death in Service Scheme

About the company

At Berry & Oak were passionate about helping our clients achieve the life they want to live. Were proud to say that we forge close relationships with our clients as we help them stay on track throughout their journey. If that sounds like your dream way of working youll find this a very rewarding place to be.

As our business grows were keen to build a team thats driven by a desire to make a difference. We have fun we enjoy our day together but most of all were proud of what we do. It feels great to work in a highly collaborative environment where we gain encouragement and strength from each other while striving to give greater value and service to our clients.

There are many benefits to a career at Berry & Oak including being a part of an awardwinning motivated and welcoming team a wellbeing package support with your professional development and exams and a highly collaborative and encouraging working environment.

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.

Apply with a CV that is clear concise and correct.

Tailor your CV to highlight your experience and relevant achievements to the position.

In addition to a competitive salary of 24000 to 31000 per annum (depending on experience) we offer:

• Discretionary Bonus Scheme
• Exam and Training Support for skill development and career progression.
• 27 days annual leave plus bank holidays
• An additional day holiday for your Birthday
• Generous Group Pension Private Medical & Health Care Scheme
• 4 x Death in Service Scheme

Remote Work :

No