HYBRID Independent Financial Adviser (IFA) Administrator - Hutt Professional Financial Planning : Job Details

Location

• Hybrid Working Minimum 3 days in the Leamington Spa office

Benefits:

• Full Time - 8:30-4:30 Monday to Friday with 1 hour lunch.
• Salary £25,000 - 35,000 Based on experience
• 20 days holiday, plus bank holidays. 1 day extra per year of service up to a maximum 28 days
• Competitive pension contributions
• Free death in service, subject to qualifying criteria, commencing after three months continuous service.

Company Description

Established in 1962, Hutt Professional is a trusted Financial Planning and Insurance Broking company in Coventry and Warwickshire. We focus on financial independence, security, and peace of mind for our clients by providing independent advice on pensions, investments, mortgages, and life protection.

Our Values

At Hutt Professional we pride ourselves on our company values which are:

• Discretion
• Knowledge
• Experience
• Ethical

The ideal candidate will display these values in everyday work and be able to provide examples of where these values have been demonstrated within their career.

Role Description

This is a full-time hybrid role for a Financial Services Administrator at Hutt Professional in Royal Leamington Spa.

We are seeking an experienced Financial Services Administrator to join our team. In this role, you will play a crucial part in ensuring the efficient and effective administration of financial services, supporting clients, advisers, and internal teams.

This position is ideal for someone with a strong background in financial services administration, exceptional organisational skills, and a dedication to client service. Enthusiasm and commitment in delivering a first-class service, to both clients and colleagues, being paramount.

Duties:

• Keep up to date with all relevant product, legislative and technical changes, as required.
• Ensure all dealings with clients are carried out in a professional and courteous manner.
• Follow appropriate ethical standards within the company at all times
• LOA administration and processes.
• Process new business applications.
• Making of appointment packs.
• Valuations.
• Photocopying.
• Letter writing.
• Telephoning providers.
• General administrative duties

Experience

• Someone who has worked in a Financial Services Administration role for a minimum of 5 years and thrives on a fast paced and accurate data input environment.
• Understanding of regulations/compliance advantageous.
• Proficient with Intelligent Office (our back-office system)
• Preferable but not required, working experience of Abrdn Wrap Platform, Transact Platform and Royal London Personal Pension service.
• Preferable but not required previous experience with preparing and collecting information regarding RMAR returns.
• Experience with organising and managing workflows.

Skills

• A working knowledge of Microsoft Word, Excel and Outlook with the ability to get to grips with, what might be an unfamiliar software package.
• Excellent customer facing interactions, good administration skills/phone manner and IT skills
• Well-presented.
• Self-motivated and organised, with a good work ethic.
• Will take personal responsibility for the quality and timeliness of work and can achieve results with minimal supervision.
• Able to stay focused on tasks, despite distractions and interruptions.
• Be an integral part of the team a good communicator, willing to input new ideas and suggestions to improve process.
• Flexible in their approach to work and processes. The right candidate should be able to adapt/evolve as working practices change.
• Communication skills
• Excellent organisational skills
• Attention to detail
• Ability to work independently and in a team

Benefits:

• Full Time - 8:30-4:30 Monday to Friday with 1 hour lunch.
• Hybrid Working Minimum 3 days in the office
• Salary £25,000 - 35,000 Based on experience
• 20 days holiday, plus bank holidays. 1 day extra per year of service up to a maximum 28 days
• Competitive pension contributions
• Free death in service, subject to qualifying criteria, commencing after three months continuous service.