Job Title: Senior Financial Planning Administrator
Location: Poole, Dorset
Position: Full-Time, Permanent
Salary: £27,000 0 £32,000 DoE
Overview
Blue Sky Financial Planning are a successful, employee-owned financial planning firm which takes pride in delivering a very different kind of service to our clients.
We are not about products and policies. Our comprehensive financial planning approach means we empower our clients to enjoy their money whilst they have good health, with confidence. We are dedicated to exceptional customer service and have been recognised by Dorset Chamber for ‘Outstanding Customer Care’.
We are also equally dedicated to creating a supportive and efficient working environment underpinned by incredibly high standards and entrepreneurial leadership. This is the reason we proudly became an Employee Owned Trust (EOT) in 2022. We are dedicated to the legacy we create and becoming an EOT means we have a sustainable ownership structure that provides continuity for all our stakeholders – clients, directors and employees.
Due to our unprecedented business growth, achieving our best ever month in April 2024, we are seeking a senior financial planning administrator who wants to be part of a dynamic and highly skilled team.
Job Purpose & Objectives
With a minimum of five years experience within an IFA company, our new team member will be pivotal to our ‘Client Journey’. Providing exceptional and consistent senior administrative support to the planning team, taking responsibility for task management and detailed administrative activities on a day-to-day basis.
This role is not specifically client facing, but you will be expected to interact with clients via telephone, email, letter and when they visit the Blue Sky office. You will also be responsible for guiding and supporting less experienced members of the team to develop their knowledge and share best practice.
Main Duties & Responsibilities
- Financial Planning Team support; generating suitability reports and the associated paperwork, following workflows to ensure the Client Journey is efficient and compliant
- Process new business applications (pension, investments, protection products), portfolio switches, Bed & ISAs, withdrawals, and pension benefit crystallisation events, always keeping clients informed
- Assisting and liaising with the Financial Planning Team in preparing for client meetings and reviews, client communications and proactive management of funds
- Responding to activities and tasks assigned by the Financial Planning Team, the Senior Management or fellow administrators in the Planner Support Team
- Confident use of our back-office systems (Intelligent Office) with 100% accuracy and attention to detail – activating and progressing through workflows, ensuring files are updated, adding risk questionnaires, creating and updating potential income opportunities for clients and prospects
- Communication and administration; including letter drafting, email management, voicemail monitoring etc.
- Document management; updating, maintaining and archiving client files
- Checking notes and policy documents for accuracy
- Working with, supporting and training other team members when required
- General office support and involvement in team projects
This list is a guide only, as there may well be other tasks expected of the Senior Financial Planning Administrator – all of which go hand-in-hand with being part of a dynamic, efficient and positive team.
Experience & Person Specification
- Excellent verbal communicator and listener
- Superb grammar and punctuation with written communication
- Professional yet friendly telephone manner
- Strong ability to build rapport and great working relationships with team members and product providers
- Strong attention to detail and time keeping
- Excellent IT skills with and competent in the use of the Microsoft suite – Word, Excel, Outlook
- Ability to follow workflows and process maps
- Excellent knowledge of IFA terminology, platforms and products
- Confident knowledge of financial back-office systems is a must – specifically Intelligent Office and Transact (our preferred systems)
- Good knowledge of Quilter, 7IM and Prudential would be an advantage
- At least 5 years in a similar role with an IFA
Benefits – Why Blue Sky?
Our company culture emphasises a strong team ethos, where we work closely together and are fully committed to our clients and the support of each other. This results in a high quality, bespoke service that clients recognise and appreciate. If this resonates with you and aligns with your own values, here’s what we can offer you:
- Full time position, working 37.5 hours per week
- Flexibility to work from home (1-2 days per week), after successful six-month probation
- 26 days holiday per year (inclusive of 3 days for Christmas closure and a day off for your birthday)
- Company pension
- Training and personal development opportunities for individuals and the team as a whole
- Opportunities to represent the company at external events
- Modern, light office environment
- Potential to earn tax free bonuses through our EOT structure
- Salary £27,000 – £32,000 (Depending on Experience)
To Apply
In the first instance, send your CV and Covering Letter to Lesley Keets (lesley.keets@blueskyfp.co.uk)
STRICTLY NO AGENCIES AT THIS TIME. THANK YOU.
