Job Description

Overview

Ellis Davies Financial Planning Ltd is a small, client-centric, independent financial advice business based in Clifton, Bristol. The company was established in 2017 by Richard Ellis & Nick Davies. The firm has grown organically through client and professional referrals and as a result of its success, is looking to hire an experienced administrator to support our back office financial planning team.

Duties

Working in collaboration with Financial Advisers and other colleagues to process new and existing business, while also providing full administrative support in accordance with EDFP administrative processes. This can include, but is not limited to Client Reviews, processing of new business, preparation of documentation, submitting New Business, obtaining fund values from Providers, answering client queries etc. To answer the telephone and to take information and notes in this regard, ensuring that messages are passed to the appropriate individuals promptly if unable to assist the caller with their query. Both inbound and outbound calls are made via VOIP system. Record all client interactions in our CRM (whether that communication is written, oral or electronic) including client related communications with third parties. Client communications and client related communications require to be recorded on the client's file in line with company policy. Ensure that all files worked on are compliant in accordance with company policy & compliance guidelines, administration procedures and adhere to internal and external compliance procedures in all aspects of your work. Process and chase LOAs, set up clients on platforms & deal with all aspects of processing. Liaise with product providers and other third parties. Obtain information, quotes, illustrations and product details for analysis. Report any breaches or complaints in the first instance to the Office Manager. To comply with the principles of Treating Customers Fairly in all aspects of the role of Administrator.
Experience & Attributes

Proven experience in an administrative role, preferably within a financial services environment. Strong report writing skills with the ability to present complex information clearly. Proficient in Microsoft Office Suite, particularly Excel for data analysis and reporting purposes. Exceptional communication skills, both written and verbal, with a focus on customer service excellence. Strong organisational skills with the ability to manage multiple tasks simultaneously while prioritising effectively. Familiarity with financial planning concepts is advantageous but not essential. A proactive approach to problem-solving with a keen attention to detail.
Personal Skills:

Communication: Ability to communicate effectively both verbally and in writing, and to deal with individuals at all levels Team working: Ability to contribute as part of a team, and deal with individuals at all levels within the business Integrity: Doing the right thing even when nobody is watching! Mistakes happen, being open & honest and reacting in the right way is of utmost importance Relations with others: The personal qualities and skills that promote open and constructive relations with colleagues and clients. Flexibility: The flexibility for and commitment to continual service development and improvement
'Company Fit'

It is important that everyone works well together as a strong team, offering assistance to clients irrespective of whether or not the Financial Planner is available. You may be expected to cover for colleagues who are absent and have a shared work mindset. It is important to work together with all the staff at the firm in line with our company values and objectives. To carry out all reasonable requests of tasks required by the Management Team in an efficient and courteous manner. You must possess an open, honest, positive mindset ensure effective collaboration within our team.
Job Type: Full-time

Pay: 30,034.00-35,567.00 per year

Benefits:

Additional leave Company pension Life insurance Private medical insurance Sick pay
Experience:

Financial services: 5 years (preferred)
Work Location: In person