As our business continues to grow, we are always keen to talk to ambitious individuals who share our passion for quality, attention to detail and customer service. If you have the right attitude and personality that would make a great addition to our team, we would love to talk to you!

Our current vacancies are: Full time Finance Administrator – Previous experience within an Independent Financial Adviser practice required.

Role Responsibilities

  • Work closely and support Financial Advisers with their client investments and service needs.
  • Communicate with clients on a regular basis to provide updates and assist with any questions/queries.
  • Liaise with third parties and providers.
  • Prepare annual review reports by obtaining details on client holdings and requesting valuations.
  • Produce compliant illustrations, quotations and cashflow modelling.
  • Process new business applications and chase outstanding requirements.
  • Analyse ceding information from providers.
  • Completion of general tax calculations.
  • Prepare suitability letters.
  • Manage and organise your own workflow.
 Skills & Experience required
 
  • Experience working in a Financial Planning firm or Financial Services (e.g. banking experience) of at least 1 year.
  • Great analytical skills.
  • A keen grasp of information technology.
  • Professional attitude.
  • Personal accountability and strong work ethic.
  • Positive ‘can do’ attitude.
  • Excellent communication and organisational skills.
  • Ability to work under pressure to strict deadlines.
Package Benefits 
 
  • Competitive Salary
  • Company Pension
  • Life Insurance
  • Discretionary Bonus
  • Christmas/New Year extra holidays
  • 20 days annual leave + Bank Holidays

Imperial Chartered is the trading name for Imperial Wealth International Ltd. Imperial Wealth International Ltd is a registered company in England & Wales, registration number 10740028. Imperial Wealth International Ltd is authorised and regulated by the Financial Conduct Authority, registration number 823943.’

0292 166 0670

*Please Note

“The value of your investments can go down as well as up, so you could get back less than invested”, “A pension is a long term investment. The fund value may fluctuate and can go down” and “Your eventual income may depend on the size of fund when accessed, interest rates and legislation”.

“The Financial Conduct Authority do not regulate tax planning advice”.

*External Links Disclaimer 

Imperial Chartered cannot be held responsible for the content of external websites.

© 2019 Imperial Chartered. Financial Wealth Management & Retirement Planning. 
 
1st Floor, Suite A, Unit E, Copse Walk, Cardiff Gate Business Park CF23 8RB
Website crafted by Marzipan Media 

Imperial Chartered