Contract: Permanent

Location: Farnborough, Hybrid

Salary: A competitive salary up to 32k, depending on the experience you can bring

As one of the UK’s leading financial planning firms, we’re proud to be a trusted partner to individuals, families, trustees and businesses across the country. Our highly qualified advisers support thousands of clients every year, helping them make confident financial decisions and plan for a secure future.

This is an opportunity to join the Business Support team which is a centralised administration function and client servicing unit performing end to end processing and management of our client needs.  The Business Support team is client and adviser centric.  A key requirement is that the team are working together with the advisers and other departments (e.g. Paraplanning and Compliance) to deliver the highest quality client experience.

Key Responsibilities include:

• Work as part of the Business Support Team to support Origen Propositions.
• Provide Premium Support Advisers with any additional requests when required, managing this in a timely manner.
• Update our back office system, to ensure accurate client data and information throughout the process.
• Maintain fully compliant files making sure all documents are held on the Origen Document Management/workflow and diary system in a timely manner to allow instant access to all staff within Origen.
• Produce client valuations in readiness for annual reviews and in line with the Client Service Agreement, raising invoices for additional requests which are not part of the paid services.
• Process servicing tasks in line with the Client Service Agreement, raising invoices for additional requests which are not part of the paid services.
• Processing work effectively and accurately to ensure Origen Client Services are managed in a timely manner as well as focus on achieving Origen targets.
• Build relationships with clients, advisers and third parties (professional connections/product providers etc) as part of your regular telephone and occasional face to face contact.
• To participate in project related work, working as one team to meet company goals and targets.
• To provide support to your colleagues where workloads need to be spread across the team to reach team goals.

We’d love to hear from you if you have:

• Excellent planning and organisation skills
• a professional pleasant telephone manner
• good administration skills

What’s in it for you?

• We ask you to contribute 3% of your salary to your pension and we’ll put in 6%.
• 25 days leave per year (including bank holidays, pro-rated for part-time)

We also offer private medical cover, life assurance, critical illness cover, income protection, enhanced parental leave and a variety of lifestyle benefits to help our employees live their best lives.

The legal bits

We’ll need you to confirm you have the right to work in the UK. If we offer you a job and you accept, there are some checks we need to complete before you can start with us. This will include a credit and criminal record check, as well as providing satisfactory references.