About us

At Clear Future Financial Planners, we care about our clients and are fully independent and transparent. We work predominantly with local families and take great joy in seeing the positive impact we can have on our clients’ lives.

We equally care about our team and encourage them to flourish in their roles – we happily cover the cost of professional examination fees and learning materials and there are regular opportunities for ongoing training and development.  Our small team means we work cohesively and everything we do is recognised.

We have recently become a B Corp, which confirms our commitment to not only growing the company, but also for using our business as a force for good.  We take into account our key stakeholders when making a decision, including our staff members.  We have improved our environmental impact and have a strong base of clients who are focussed on ESG investing, which we hope to grow over time.  We also enjoy supporting local causes and our keen to continue to develop our role in the local community.

We are dedicated to encouraging a supportive and inclusive culture to promote diversity and eliminate discrimination in the workplace.

Our aim is to ensure that our team are given equal opportunity and that our organisation is representative of all sections of society. Each of our team members will be respected and valued and able to give their best as a result.

We will not provide less favourable facilities or treatment on the grounds of age, disability, gender reassignment, marriage and civil partnership, pregnancy and maternity, race, ethnic origin, colour, nationality, national origin, religion or belief, or sex and sexual orientation.  

We are opposed to all forms of unlawful and unfair discrimination.  

About the role

The main purpose of the Administrator role is to provide a compliant administrative service to our Planners, our team, and our clients. This includes working alongside our Planners to prepare for review meetings, process new business and prepare documentation and paperwork for clients and providers.

About you

You will enjoy being busy and efficient and have excellent organisational, communication and multi-tasking skills. You will understand the importance of working as part of a team to deliver the best outcomes for our clients and will be able to slot into our small team easily and make a difference from day one. You will have good knowledge of financial services products and solutions and be proficient in the use of a back-office system.

Responsibilities

Business Processing

• Check accuracy and completeness of new business documentation.

• Ensure that all business applications are processed accurately and efficiently, in a compliant manner to the firm’s standards.

• Ensure all supporting documentation is maintained as per company procedures.

• Record fees.

• Ensure all work is followed up promptly in line with company standards.

• Send letters of authority and gather accurate information. Liaise with product providers to ensure timely and accurate responses to clients (progress chasing)  

• Obtain illustrations and application forms.

• Production of portfolio valuations.

• Ensure fund switches / rebalances are carried out accurately and within company timescales.

Client Servicing

• Provide friendly and professional point of contact for clients and enquiries.

• Create and maintain accurate client records on back-office systems, platforms, and any other IT systems e.g., cashflow & risk profiler.

• Prepare client documentation and correspondence pre and post meetings as per business processes.

• Ensure action points resulting from client meetings get diarised and dealt with.

• Organise and diarise client meetings.

• Ensure that relevant service standards are delivered throughout the year.

• Download and distribute tax vouchers. 

Reviews

• Manage the client meeting process (scheduling meetings, produce pre review meeting documentation, meeting and greeting clients and preparing the client room)

• Support FPs in delivery of reviews.

• Assist in implementation of agreed action points.

General administration

• Answering the telephone

• Ensure back-office systems are kept up to date.

• Filter FP’s general information, queries, phone calls and invitations.

• Open, scan, log and allocate incoming post.

• General correspondence.

• Manage office stationery.

• Coordinate commission and income statements and invoices.

• Support with MI for FCA REGDATA returns

• Other duties as directed by management. 

Contact

If you are interested, we would love to hear from you. Please contact Simon Evans on simon@clearfuturefp.co.uk