Job Description

Introduction

We are a reputable Chartered Independent Financial Planning company based in Christchurch, Wimborne and Romsey.

We are a highly relationship-based company, dedicated to fostering long-term client partnerships and delivering an exceptional level of service.

Overview

We are seeking a Finance Administrator, ideally with a minimum of two years of experience gained within an IFA business or the wider financial services industry. The ideal candidate will possess a solid understanding of investment platforms such as Aberdeen Wrap (formerly Standard Life Wrap), and Quilter, as well as experience using a back-office system like Intelligent Office.

This role involves regular liaison with clients, providers, and colleagues, so excellent written and verbal communication skills are essential. You should also demonstrate strong analytical and problem-solving abilities, along with exceptional attention to detail.

Key Responsibilities

You will be involved in a wide variety of tasks including:

Dealing with client or provider queries promptly, via telephone and email

Distribution of letters of authority and collating policy information from providers, to include a wide range of products i.e. ISAs, General Investment Accounts, Investment Bonds & Trusts, Personal Pensions, SIPPs, SSAS, Defined Benefit Schemes

Fund performance analysis via FE Analytics and Evpro

Maintaining client platform accounts, sale and subscribe and rebalancing

Processing ad hoc withdrawals from various product types

Maintenance of client regular income, including cash balances

Producing client Reports for COBS top-ups, Fund Switches, and withdrawals

General administration and servicing including processing death certificates and changes to client personal information

Production of illustrations for protection and annuities via Assureweb and requesting and collating Enhanced and Immediate Needs Annuity quotations

Recommending improvements to administration processes to increase efficiency

Maintaining strict confidentiality and adhering to FCA regulations and internal policy and procedure is paramount.

You may occasionally be required to perform other duties outside your job description to fulfil the needs of our company.

Skills / Abilities

Strong administrative and organisational skills

Excellent communication skills

Attention to detail and accuracy

Proficient IT skills

Knowledge of investment platforms

Analytical and problem-solving ability

Understanding of financial products and services

Ability to work independently and as part of a team

Experience

A minimum of two years' experience working within an IFA business or the financial services industry is preferred

Providing administrative support to financial advisers and/or paraplanners.

Proven experience in processing new business, including investments, pensions, and protection policies.

Familiarity with client servicing processes, such as policy valuations, withdrawals, fund switches, and income payments

Knowledge of back-office systems, ideally Intelligent Office (iO), for maintaining client records and producing reports.

Working knowledge of investment platforms such as Aberdeen Wrap (formerly Standard Life Wrap), and Quilter

Understanding of financial planning documentation and regulatory requirements (FCA standards, GDPR, Anti-Money Laundering procedures).

Liaising with product providers, clients, and internal teams to ensure the smooth administration of client portfolios.

Exposure to reporting, compliance, and data management within a regulated environment.

Demonstrated ability to work accurately under pressure and meet deadlines in a busy, professional office.

Job Type: Full-time

Pay: 26,000.00-28,500.00 per year

Benefits:

Additional leave Company events Company pension Employee discount Enhanced maternity leave Enhanced paternity leave Flexitime Free parking Health & wellbeing programme On-site parking Private medical insurance Referral programme Sick pay Work from home
Work Location: Hybrid remote in Dorset BH23 1QL