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- Tasks: Support financial advisers with administration and client liaison in a dynamic office environment.
- Company: Integrity365, a trusted financial advisory firm with a focus on integrity and client care.
- Benefits: Competitive salary, supportive team, and opportunities for personal development.
- Why this job: Join a passionate team and make a real difference in clients' financial journeys.
- Qualifications: Three years' experience in financial services administration and knowledge of Intelliflo.
- Other info: Work in a collaborative culture with excellent career growth potential.
The predicted salary is between 36000 - 60000 £ per year.
As our financial advisory business continues to grow, we are looking for an experienced financial planning administrator to support our advisers in our Dyrham office, which is located in Dyrham (between Bristol, Chippenham and Bath).
Please make sure you read the following details carefully before making any applications.
The role:
Integrity365 is currently looking to expand our team of office-based administrators to support one of our Independent Financial Advisers.
This role would involve directly supporting an IFA with all areas of business processing, financial administration and client liaison. The role will require use of platforms, Intelligent Office and other associated software to best serve the needs of the adviser and clients. The position would suit a candidate with experience in a similar environment, however full training will be provided.
We are happy to support personal development and are keen to hear from individuals who share our values of trust, transparency and integrity, in order to provide high-quality financial advice and exceptional client experience.
We are currently recruiting individuals for roles in our Bristol office, but we also have teams in High Wycombe and London, as well as our Scottish offices under the MacDonald Partnership brand in Inverness, Arbroath and Helensburgh.
About us:
Founded by an extremely strong and experienced management team, Integrity365 has been built on the foundations of professional excellence, using modern technology and interpersonal skills to provide high-quality advice that our clients will value and trust.
At Integrity365 we take a holistic approach to financial planning. From the early days of mortgages, protection, investments and lump sum decisions, through to retirement and later life planning, we are here to support our clients through the key stages of their life. Our ‘people ahead of process’ ethos means that clients and employees remain at the core of everything we do.
We maintain our independence as financial advisers, with no prior arrangements in place with service providers or products. This means our advisers always find the best solution for every client, and every client has their own tailored financial plan.
Our team of Independent Financial Advisers are highly qualified, many of whom hold Chartered Financial Planner status and maintain a loyal client base.
Salary:
Dependent on experience.
We offer:
* A competitive package and benefits.
* A great team to work with!
To Apply:
If you’ve had at least three years’ experience within a busy Financial Services Administration team, and have a wide product knowledge and experience of Intelliflo please get in touch with a cover note and accompanying CV.
Schedule: Monday to Friday
Work Location: Bristol Head Office – Aveling Office, Lower Ledge Farm, Doynton Lane, Dyrham, SN14 8EY
Financial Planning Administrator employer: Integrity365
Contact Detail:
Integrity365 Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planning Administrator
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services industry and let them know you're on the lookout for opportunities. You never know who might have a lead or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching the company and its values. At Integrity365, they value trust, transparency, and integrity, so be ready to discuss how you embody these traits in your work.
✨Tip Number 3
Showcase your skills! If you've got experience with Intelligent Office or similar platforms, make sure to highlight that during your conversations. Practical knowledge can set you apart from other candidates.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you're genuinely interested in joining the Integrity365 team.
We think you need these skills to ace Financial Planning Administrator
Some tips for your application 🫡
Read the Job Description Carefully: Before you start your application, make sure to read through the job description thoroughly. We want to see that you understand what we're looking for in a Financial Planning Administrator and how your experience aligns with our needs.
Tailor Your CV and Cover Letter: Don’t just send out a generic CV! Take the time to tailor your CV and cover letter to highlight your relevant experience in financial services administration. Show us how your skills can support our advisers and enhance client experiences.
Showcase Your Values: At Integrity365, we value trust, transparency, and integrity. Make sure to reflect these values in your application. Share examples of how you've demonstrated these qualities in your previous roles, as it’s important for us to find someone who shares our ethos.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows us that you’re keen on joining our team!
How to prepare for a job interview at Integrity365
✨Know Your Financial Stuff
Make sure you brush up on your financial knowledge before the interview. Familiarise yourself with key concepts in financial planning and administration, especially those relevant to the role. This will show that you're not just a candidate, but someone who understands the industry.
✨Get Comfortable with the Software
Since the role involves using platforms like Intelligent Office, it’s a good idea to get some hands-on experience with these tools if you can. Even if you haven’t used them before, showing that you’re tech-savvy and willing to learn can really impress the interviewers.
✨Emphasise Your People Skills
Integrity365 values a 'people ahead of process' approach, so be ready to discuss how you've successfully liaised with clients or supported advisers in the past. Share specific examples that highlight your communication skills and ability to build trust.
✨Align with Their Values
Before the interview, take some time to understand Integrity365's core values of trust, transparency, and integrity. Think about how your own values align with theirs and be prepared to discuss this during the interview. It shows that you’re not just looking for any job, but that you genuinely want to be part of their team.