During a period of key expansion, my is looking for an experienced administrator. The key purpose of the full-time role is to provide both paraplanning and mortgage support, working closely with our advisers as a key member of our support team.

Role & Responsibilities

Work as part of the Support team dealing with incoming calls and new enquiries.

^{Deal with incoming correspondence from providers and clients.}

^{Facilitate client credit checks.}

^{Support advisers in the preparation of suitability reports, client service agreement letters and assist in checking valuations.}

^{Schedule client annual review and mortgage meetings.}

^{Prepare client annual review meeting documentation.}

^{Fulfilment of agreed tasks following client annual reviews and mortgage meetings.}

^{Ensure client files comply with FCA regulations and internal policies and procedures.}

^{Provide on-going support to advisers by dealing with client queries that do not require IFA advice.}

^{Meet and greeting of visitors.}

Benefits

Full time position - Monday to Friday 9am to 5pm

Competitive salary dependent on skills and experience

20 days holiday plus birthday

Town centre location

Additional staff benefits package - see attached

Skills and experience required:

Previous financial experience ideal, but not essential

Organisational skills

High level of analytical capability and good communication skills

Ability to prioritise workload

Team player

Staff Benefit Scheme Summary

Financial

Reduced investment fees for staff

^{No mortgage fee}

^{No estate agent fee}

^{Pension contribution}

^{Introducer commission payments for referrals}

^Fun

season tickets on first come first serveHealth

Free annual eye tests

^{Free healthy SuperJuice each week}

^{Work life balance}

Enhanced holiday scheme based on length of service

^{Birthday off each year}

^{Xmas office closing}