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Financial Planning Administrator/Executive, Bath

No matter whether you are already working in financial services or you are an aspiring finance professional, Unividual is a business where you can develop and grow your career.

Financial Administrator/Executive

Financial Planning Administrator/Executive

Role: Permanent – Full Time Role – 8.30am start

Location: Bath Office: Sterling House, Upper Bristol Road

Salary: Up to £30,000 dependent on qualifications and experience

Minimum Qualifications: At least a 2:1 Degree or professional qualifications

Are you looking to work for a company who values you and the community you work in?

Unividual’s name reflects our core belief that everyone is unique and individual. Our version of financial planning is bespoke to each client. Based in Bath, London and Edinburgh, we pride ourselves on connecting with our clients to develop lasting relationships. Our Unividual family is made up of 26 people who are proud of our values of commitment, honesty and openness, intelligence and passion. We are passionate about our colleagues, development, wellbeing, diversity and our corporate and social responsibility. So much, so we have recently been nominated as finalists in the Bath Life Awards.

But don’t just take our word for it, hear what one of our colleagues says. “Working at Unividual means I have a company who continuously shows a genuine interest in my learning and personal development. I know I have a great support network to guide me in my career within the Unividual family.” Cherise

Financial Administrator Job Role:

This is a fantastic opportunity for a dedicated analytical individual looking to develop their career in the financial services sector. Unividual are looking for a conscientious self-starter who is enthusiastic, organised, adaptive, has great people skills, is good at prioritising and keen to develop. Working alongside and being supported by a Financial Planner who will act as a mentor, the role will involve but is not limited to:
• Communicating effectively with the Financial Planners to discuss client objectives
• Researching and analysing client situations to aide advice for pre-meeting work
• Writing suitability letters and financial reports for clients
• Communicating effectively with product providers in a timely manner to meet specific deadlines
• Mentoring and training other colleagues with an opportunity to develop management skills

Benefits and perks of working with Unividual

Unividual’s philosophy is the Richard Branson way, “train people well enough so they can leave, treat them well enough so they don’t want”. The best part about Unividual is the people you will be working with. On top of that you can expect to receive the following benefits in return for all your hard work:

– Career development path tailored to you with potential for further professional qualifications and study if this is something that motivates you.

– A bespoke, optional, wellbeing plan centred around your physical and mental health

– A wellbeing team building trip abroad

– 28 days holiday including bank holidays.

– One day extra holiday each year, up to five years

– Private medical insurance

– Workplace contributory pension 5% employer 5% employee

– Christmas Eve off work and shut down over Christmas period

– Incentive programme that takes place three times a year, based around company goals, that reward your with: team building trips, extra annual holiday, vouchers or bonuses

Apply now

Who we are looking for:

  1. Someone who shares similar values to Unividual, so the culture of our business brings out the best in you
  2. You are a client-focused individual that works well in a team to ensure clients get the best service
  3. Integrity is at the core of everything you do

Applications from all types of people are welcome.  

If you want a rewarding work environment with an employer who really cares about community and a great company spirit, send your CV and covering letter to jobs@unicademy.co.uk. If you would like a copy of the Job Description, please email tracy.knight@unividual.co.uk.

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