Financial Planning Administrator

Location: Poole.

Salary: Up to £27,500 depending on experience

Hours: 8.30am-4.30pm or 9am-5pm Mon-Fri. Flexibility to work from home (1 day per week) after a successful six-month probation.

Benefits: 26 days holiday per year, with a further 3 days awarded by the time you reach 6 years’ service, Day off for your birthday, Company pension, Company Vision Days, Social events, Opportunities to represent the company at external events and networking, Potential to earn tax-free bonus through our Employee Owned Trust (EOT) structure

Aspire Jobs are delighted to be working in an exclusive partnership with our client, Blue Sky Financial Planning, based in a modern office in Branksome. As part of their growth, they are now looking for an additional Financial Planning Administrator to join their team.

The Financial Planning Administrator is a key role within the business, and it will see you playing a big part of their client’s journey. Responsibilities will include inputting data, managing administrative tasks, and processing business online (experience of trading on various platforms would be preferred). While the role is not directly client-facing, you will interact with clients when they visit the office to ensure a warm welcome.

You will have the ability to follow workflows and process maps, ideally have good knowledge of IFA terminology, platforms and products and be confident in using financial back-office systems.

You will be working as part of a busy, dynamic team, and closely collaborating with colleagues. A strong work ethic and a client first attitude is paramount in the role.

The Financial Planning Administrator will: -

• Have min 2 years previous experience within wealth management / IFA admin/financial planning admin.
• Communication and administration; including post management, answering, and making calls, letter drafting, email management, voicemail monitoring.
• Contribute to the support team in producing client reviews package, quotes, switch processing, new business processing and general client servicing activities.
• Have superb attention to detail, to ensure things are 'right first time’.
• Have a common sense approach and be able to think creatively.
• Have excellent verbal communication skills, as well as being able to interact with clients face to face.
• Have superb grammar and punctuation with written communication.
• Have a professional yet friendly telephone manner
• Have excellent IT skills using MS Word, Excel, and Outlook
• Have previously used a CRM system (IO preferable).

Blue Sky is a leading independent, chartered, financial planning company. Established in 2002, they encourage individuals, families, and businesses clients to take control of their financial decisions and enjoy life to the fullest, whilst they have good health. Blue Sky are quite different to their competitors, both in the client services they offer and how they operate.

In December 2022, Blue Sky transitioned to an Employee-Owned Trust (EOT), making every employee an indirect owner of the company. This sustainable ownership structure ensures continuity for clients and empowers employees to shape the company’s growth and direction, as well as participate in networking events to elevate Blue Sky. Half-yearly company meetings and half-yearly Vision Days encourage active participation, with agendas set to inspire and provide learning opportunities for everyone.

Blue Sky has an open, honest, and transparent communication style both internally and externally and are totally client centric. This is a company that live and breathe their culture of teamwork and collaboration, with a focus on continuous improvement.

If you are looking for a role where you are treated as an individual, where culture and team are always on the agenda, and where you can join in social events (some during work time) and enjoy networking, then please do get in touch.

PLEASE NOTE, ANY CVs SENT DIRECT TO BLUE SKY WILL BE FORWARDED TO ASPIRE JOBS.