Senior Financial Planning Administrator

Location : Poole
Salary : £27 to £32k (Depending on Experience)
Hours : 8.30am-4.30pm or 9am-5pm Mon-Fri. Flexibility to work from home (1-2 days per week, with Tuesday and Friday in the office is necessary), after a successful six-month probation
Benefits : 26 days holiday (inclusive of 3 days for Christmas closure and a day off for your birthday), bank holidays, company pension, social events, opportunities to represent the company at external events, 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 Pranksome. As part of their growth, they are now looking for an additional Senior Financial Planning Administrator to join their team.
Blue Sky is a leading independent, chartered, financial planning company based in Poole, Dorset. Established in 2002, they help individuals, families and businesses and are quite different to their competitors.Blue Sky encourages clients to take control of their financial decisions and enjoy life to the fullest, whilst they have good health.

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 companys growth and direction. Quarterly 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.
The Senior Financial Planning Administrator is a key role within the business, and it will see you playing a big part of their clients journey. Responsibilities will include inputting data, managing detailed administrative tasks, and processing business online (so you must feel comfortable trading on various platforms). While the role is not client-facing, you will interact with clients when they visit the office to ensure a warm welcome.
The Senior Financial Planning Administrator will: -
Have min 2 years previous IFA admin or financial planning admin experience
Be confident trading on regulated platforms such as Transact, Quilter, 7IM systems (training will be provided)
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)
You will have the ability to follow workflows and process maps, have good knowledge of IFA terminology, platforms and products and be confident in using financial back-office systems.
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) then please do get in touch.
PLEASE NOTE, ANY CVs SENT DIRECT TO BLUE SKY WILL BE FORWARDED TO ASPIRE JOBS.

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