About Us:
Broom Consultants is a leading financial services company dedicated to providing tailored advice and exceptional support to our clients. With a strong reputation for excellence, we pride ourselves on creating a collaborative and rewarding environment for our team members.
We are currently seeking a skilled Qualified Financial Services Administrator to join our team in Brentwood, Essex. This is an exciting opportunity for someone with experience in financial services to play a key role in supporting our advisers and delivering outstanding client service.
Key Responsibilities
- Technical Support: Prepare and compile financial planning reports, including suitability reports and technical research.
- Client Support: Assist advisers with client queries and provide administrative support to ensure a seamless client journey.
- Compliance: Ensure all documentation and processes adhere to FCA regulations and internal compliance standards.
- Data Management: Update and maintain client records on Intelligent Office (IO) and other relevant systems.
Financial Plans: Analyse client portfolios and make recommendations in line with their financial goals and objectives. - Collaboration: Liaise with advisers, product providers, and other team members to support the advice process effectively.
- Process Improvement: Assist in the development of workflows, templates, and systems to improve operational efficiency.
- Client Meetings: Provide pre- and post-meeting support, including preparing packs and following up on action points.
Key Requirements
- Qualifications:
- Level 4 Diploma in Financial Planning (or working towards it).
- Certificate in Financial Planning or equivalent administrative qualifications will also be considered.
- Experience:
- Experience in a paraplanning or financial administration role.
- Strong knowledge of Intelligent Office (IO) or similar CRM systems is highly desirable.
- Skills:
- Excellent attention to detail and a high level of accuracy.
- Strong written and verbal communication skills.
- Proficiency in Microsoft Office (Excel, Word, Outlook).
- Ability to prioritise tasks and meet deadlines in a fast-paced environment.
- Attributes:
- A proactive and positive approach to work.
- Commitment to maintaining high professional and ethical standards.
What We Offer
- Competitive salary and benefits package.
- A supportive and collaborative working environment.
- Flexible working arrangements.
How to Apply:
If you are an experienced paraplanner or financial services administrator with a passion for delivering exceptional client service, we would love to hear from you.
Please send your CV and a cover letter detailing your experience and suitability for the role to leanne.greenfield@broomconsultants.com
