Team Overview

We’re a trusted team of 18 people, including 3 partners, who work closely with private clients and organisations. Our services are split between those provided to private clients and organisations. In relation to the private client services, each of our clients’ goals are different, but overall, they’re seeking solutions for either wealth accumulation or preservation. They rely on us to provide ongoing independent financial planning advice at various key stages of their lives.

Role Overview

To provide quality and efficient administrative support, in order to assist with the smooth running of the private client side of the team, thereby allowing the advisers to concentrate on client work.

Duties and Responsibilities

• Provide support to advisers with client related queries, to ensure we consistently deliver excellent client outcomes.
• Take an interest in the affairs of, and get to know the clients, so that you are aware of what work is currently being dealt with by the advisers and can act as a first point of contact for many clients.
• Facilitate arranging investments/policies/contracts for clients and liaising with the various parties concerned.
• Arrange annual and half-yearly review meetings on behalf of advisers for their clients, either in person or via teams.
• Prepare accurate documentation to agreed timeframes for annual and half yearly review meetings, using our back-office system Xplan.
• Contact and liaise with relevant product providers/third parties to obtain accurate policy information for product analysis, reports and valuations.
• Deal with ongoing administration on existing and new business..
• Ensure that client records are kept up to date and filing of any documentation and emails is carried out on a regular basis.
• Facilitate obtaining underwriting or other terms for clients and liaising with parties concerned.
• Ensure Anti-Money Laundering requirements are met in respect of all new business and client files generally.
• Assist advisers when on-boarding new clients, dealing with third party providers to transfer products to our approved platform providers.
• Assist with accurate recording of fees/AR and estimates on Xplan.

Skills and Experience

• Minimum of 3 A Levels or equivalent
• GCSE (x5) including English and Maths at grade B / Level 6 or equivalent
• Experience working in an IFA Firm and in dealing with private clients who are accustomed to a high quality of service; ideally at least 2 years’ experience
• Ability to provide product quotes/other paperwork, fund ratings/research, draft client letters, process client business, liaise with clients and product providers as required
• Good knowledge of MS office applications and IFA systems
• Strong attention to detail, ensuring all client work is completed thoroughly and any problems dealt with in a timely manner
• Experience with a wide range of investments, pensions and other products that may be arranged for clients.
• Willingness to take on additional responsibilities as and when required
• A dedicated commitment to providing excellent client service
• Strong organisational and prioritisation skills
• Excellent communication skills in order to deal with people at all levels
• Team player, works well under pressure, proactive, quick learner, flexible, approachable

For more information about the Financial Planning team, please click here.

To find out more about life at Buzzacott, please click here

To hear from team members across the firm on their experience of life at Buzzacott, please click here.

If you are interested in this role, we encourage you to apply directly via the “Apply” button at the top of the page. When applying, please include your salary expectations and let us know what interests you about the role. Alternatively, if you would like to talk to a member of our HR Team about the vacancy before applying, contact us at recruitment@buzzacott.co.uk

Please note: Our HR Team review and respond to all applications.

No agencies please.