We are delighted to supported this excellent directly authorised Financial Planning company. Experts in the deliverance of first-class advice across all aspects of Financial Planning. This includes investments, pension planning and IHT planning. Established for nearly 20 years, the company is now looking for an Financial Services Administrator to join the team, to continue developing on their solid foundations and excellent reputation.
Client work:
Deal effectively with queries from clients and other parties through effective communication. Recording client or third-party communications.
Liaise with Product providers and other third parties to acquire required client information that may be required, including retrieving new and historic information about individual clients.
Assist the Paraplanner and Adviser in preparing the client file and relevant paperwork prior to client meetings.
Issue letters of authority efficiently ensuring information checklist is completed accurately before being passed to paraplanner to review.
Process new business applications and ensure follow up with provider, updating notes on client file.
Ensure electronic client files are up-to-date and compliant.
Assist Paraplanner and Adviser in maintaining a high standard of file maintenance and administration of new business to meet exacting Compliance regulations
Office duties:
First point of contact for incoming calls
Open and distribute mail in line with company process.
Ensure incoming and outgoing mail is dealt with in line with the company process.
Photocopies and scans appropriate documents accurately into electronic client files in line with company process.
Responsible for ensuring meeting rooms are prepped prior to meetings
Key skills and experience we are looking for are:
At least 2 years experience in a IFA/Financial Services administrative role
Experience and knowledge in all aspects of financial services administration
Ability to proactively work as part of a small team - essential
Hard-working and enthusiastic about working within financial services
A keen eye for detail
Strong time management and prioritisation skills
Excellent organisational skills with the ability to multitask and manage workloads
Excellent IT skills and familiarisation with Microsoft Office
Excellent communication skills and a professional telephone manner
Relevant financial services qualifications would be preferred, or a willingness to take relevant exams
Benefits Include:
A competitive salary based on experience and qualifications.
Support with additional Professional Qualifications
20 days holiday plus bank holiday.
Pension via Auto-enrolment for the 1st year. Enrolment into the firms full Pension scheme thereafter
Optional Private Healthcare scheme after 2 years’ service
IFA Administrator, Essex (NT-1994)
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