Experienced Financial Services Administrator

Experienced Financial Services Administrator

Due to continued growth of the company, we have an exciting opportunity for an Experienced Financial Services Administrator to join the Modulus Financial Planning Team! Since first opening our doors in 2021, Modulus has grown considerably and we are looking for a new team member to come on board.

We are not your typical financial advice company. We want to help clients to be able to live the life they want, both now and in the future. We are young(ish) and vibrant, with a focus on technology to try and enhance the financial planning experience.

THE ROLE

• Provide excellent administrative support to a team of Financial Planners in an IFA environment.
• Prepare written reports and documents to tight timescales to meet customer requirements.
• Undertake necessary research among available products to assist in suitable recommendations being made to clients.
• Ensure customer information is stored securely and updated accurately as required.
• Act as a first point of contact for clients visiting the office.
• Assist with client enquiries and build lasting relationships to enhance the service.
• Communicate confidently with clients on both incoming and outgoing telephone calls.
• Process new business applications.
• Ensure compliance paperwork is complete and accurate.
• Manage new business cycle, liaise with product providers and clients to ensure completion.

THE PERSON

• Minimum 5 years’ experience supporting Financial Advisers in an IFA environment.
• Experience of working with financial services back-office systems.
• Attention to detail & strong organisational skills.
• Excellent communication skills both with clients and colleagues.
• Proficient in Microsoft Office, especially Word and Excel.
• Good telephone manner.
• Strong work ethic with the ability to work independently, quickly and accurately.
• Experience working with a range of clients.
• Ability to manage multiple priorities in a fast-paced environment.
• Focus on client confidentiality and compliance.
• Willingness to learn and develop new skills in the financial services sector.
• Ability to work to and challenge current processes.
• Eager to progress within the profession & business.
• Knowledge of financial planning, pensions, investments & personal protection products.
• Experience of working with Microsoft Dynamics 365, Co‑Pilot and Power Apps.

WHAT IS IN IT FOR YOU?

The opportunity to become an integral part of the team, helping to shape the future of Modulus and your own career.

Salary & Benefits

• Salary: £28,000 – £33,000 (depending on skills and experience)
• Company pension: 8% employer contribution
• Holidays: 34 days per annum (including statutory days)
• Hours: 9am to 5pm (with an hour for lunch).
• Job Types: Permanent – full time
• Development: We want the right person to grow within the role and are committed to helping them develop the skills and qualifications necessary to do so.

Location: Banbridge primarily; we also have an office in Belfast and would consider hybrid working (following successful completion of probationary period). If you think that working with us at Modulus Financial Planning is for you then please e‑mail your CV and a covering letter to jobs@modulusfp.com to be considered for the role of Experienced Financial Services Administrator. No recruiters please.