ABOUT US

Broadland Consultants Ltd is a Financial Services firm who are looking for a person who wants to advance their knowledge in financial services and administration skills and gain hands-on experience in a thriving and supportive workplace. The business is a friendly and fun place to work, whilst always maintaining professionalism when dealing with our clients.
Job description
Broadland Consultants Ltd is a firm of Independent Mortgage Advisers and Independent Financial Advisers based in the heart of Norfolk, we have been servicing our clients’ financial advice needs for over 25 years. The job role will be based in our office in Aylsham.

We have an exciting opportunity for an enthusiastic Pension and Investment Administrator to join our dynamic team based in Aylsham. This position is well suited to an individual that is looking to advance their knowledge in financial services and gain hands-on experience in a thriving and supportive workplace.

• Job description –
• Monday to Friday ( £25,396.80 initially based on full time hours 40 hours per week 9am - 5pm)
• Potential for Part-Time depending on hours. ( salary will be pro-rata )
• 22 days holiday ( plus 8 days Bank Holidays) The office also closes between Christmas and New Year.
• Salary dependent on experience and age.
• Key Skills –
• Competent multitasker, problem solver, using initiative under pressure
• A strong work ethic, drive to complete all tasks within required (potentially tight) timescales
• Able to demonstrate pro-activity
• Eloquent and articulate with strong numerical skills.
• Confident managing own and others’ workload.
• Up to date GDPR & Data Protection training, comfortable working to strict GDPR, Data Protection & Compliance regulations.
• Dealing confidently with clients, lenders and 3rd parties at all levels
• Responsibilities –
• Acting as the main line of support to the Office Manager & Financial Advisers
• Providing reliable and competent daily administrative support to the financial advisers, covering Investment and pension processing.
• Liaising extensively with clients and financial lenders via telephone and face-to-face meetings.
• Managing correspondence and producing invoices on behalf of the advisers and 3rd parties.
• Maintaining and organising client records, both online and offline, in line with GDPR compliance and Data Protection.
• Fielding telephone calls, post and email communications.
• Arranging meetings with 3rd parties.
• Providing clients with accurate case updates.
• Dealing directly with Introducers and 3rd parties to promote the company.
• First point of contact with clients and 3rd parties.
• Knowledge of financial services is advantageous but not essential
• Proficient in all Microsoft programmes
• Excellent project management skills and attention to detail
• Good communication skills
• General ad hoc duties

Work Remotely

• No

Job Types: Full-time, Permanent
Pay: £25,396.80 per year

Benefits:

• Company events
• Company pension
• Referral programme
• Sick pay

Work Location: In perso

Please refer the Job description for details