Trainee IFA​/Financial Planning Administrator

Trainee IFA / Financial Planning Administrator 1

Trainee Client Support Administrator

Location:

Preston - office-based until after probation, then hybrid.

Competitive salary, negotiable depending on your experience and expertise.

• Responsible for specific Client Support Team tasks, which may vary from time to time
• Take ownership for identified projects
• Troubleshoot issues within the Client Support Team, finding solutions and implementing them, seeking support from senior management where appropriate
• Working closely with other Senior Client Support to lead the delivery of the Client Support Team function
• Ensure that processes are being followed
• Working closely with fellow team members to lead the delivery of the Client Support Team function to the standard required, holding each other accountable for respective responsibilities as appropriate
• Ensure that processes are being followed
• Be a point of contact for clients, colleagues and external stakeholders
• Adhering to regulatory requirements, compliance procedures, departmental and firm-wide processes
• Help to manage the consultant diary to help ensure the most effective use of their time
• Ensuring a complete and accurate audit trail is always maintained
• Deal with all aspects of the new business process and ongoing servicing of clients' plans, liaising with colleagues in other service lines and product providers as appropriate
• Work closely with technical support to gather accurate information required for preparing and planning cases
• Taking ownership to keep up to date with legislative / regulatory changes / CPD
• Proactively get involved and contribute ideas as part of continuous improvement. Support and embrace necessary changes. Share best practice and knowledge
• Ensure agreed personal objectives are achieved on a timely basis
• Provide 'subject matter expert's input as appropriate and when requested, and provide appropriate training, direction and support for others where needed

• Ability to deliver first class client service
• A proactive and positive approach and the ability to take the initiative
• Attention to detail
• Excellent communication skills
• Ability to prioritise workload effectively
• Adequate technical ability to provide assistance to other members of the team
• Confidence to seek guidance or refer complex/unusual/non-compliant cases to the Operations or Compliance Manager
• An appreciation and understanding of how other roles within the department are inter-dependant
• Advanced experience using the full Microsoft Office suite

Agile Working:
Enjoy the flexibility of core hours from 10 AM to 2 PM and two home working days, allowing you to balance your work and personal commitments seamlessly.

25 days holiday plus bank holidays, plus the opportunity to buy or sell up to 5 days (28 days on a training contract, with the opportunity to buy 5 days).

Competitive salary package

Employee recognition awards:
Outstanding Performance Award Bonus and other recognition initiatives.

New and improved programme for succession planning and supportive management structure to help you realise your potential.

Employee Assistance Programme:
Access a free confidential 24-hour support service, including unlimited counseling sessions and virtual doctors available for you and your family.

And lots more!