Meet the team

Current Vacancies

Administrator

Company Description

We are Independent Financial Advisers in London specialising in Inheritance Tax and the related needs of people in retirement with estates of £2m to £10m. We are an energetic and creative firm who love taking risks with marketing to help us attract and impress the right clients. Our advice solutions are bespoke and this means our administrators are often challenged to find clever ways of doing things we’ve never done before.

Role Description

This is a full-time hybrid role for an Administrator. The role is based in London, with the flexibility to work from home on most days. The Administrator will be responsible for ensuring all applications and correspondence with financial providers is organised and delivered accurately and correctly. The ability to communicate effectively to understand the provider requirements, and co-ordinate those with the team and the client, is fundamental. There will be the opportunity for support with PFS/STEP exams for the candidate that wishes to progress within the profession.

Qualifications

• This is a role for someone who is experienced in administration within financial services but looking to be part of a top-tier specialist firm giving sophisticated advice at the Chartered level.
• Candidates with some financial services qualifications are preferred, we will support you to be as qualified as you wish to become.
• The ability to communicate effectively with clients and providers, including by telephone.
• The ability to assist clients in vulnerable circumstances with their additional needs.
• Previous use of financial planning software (analytics, cash flow modelling, other research) is desired.
• Organisational skills and work flow management.
• A team player who is quick to correspond with the broader team to request or offer assistance when needed.
• The ability to accurately complete provider applications and trust paperwork and chase providers to prevent errors and delays.

Applicants are invited to email their CV, along with a short introductory email, to info@deep-dive.co.uk. No scuba experience necessary!

You?

If you are interested in joining the UK’s best estate planning firm to help with the complex and evolving needs of people at retirement and thereafter, we would love to hear from you. If you hold at least the Advanced Diploma in Financial Planning, and are passionate about developing and maintaining the highest levels of knowledge and service, we would love to hear from you.

Through Deep Dive Financial Planning, you can offer your clients access to cutting-edge planning technology, hyper-efficient portfolio management, and specially negotiated reductions to provider fees (where investments exceed £500,000). Contact us today to learn more about the exciting opportunities available. No scuba experience necessary.