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Administrator

3 months ago

Fareham, Hampshire, United Kingdom Brook Street Full time

Brook Street are pleased to be working with a client based in central Fareham who seek a full time IFA administrator to join their team.

Working hours are Monday-Friday 9 _till_ 5 however the client can consider a 4 day working week.

Main Roles and Responsibilities

  • The Administrator will have the responsibility of supporting the new client sales process. _
  • Actively assess & discuss workloads/issues within team as required
  • Maintain awareness & knowledge of all compliance procedures & product features
  • Supervise and manage all new case submissions to paraplanning
  • Liaise with Advisers to resolve difficult case queries
  • Liaise with Business Operations Managers regularly to discuss issues & communicate fresh information

We are looking for a person who has:

  • Clear understanding of the financial planning process.
  • The ability to produce professional work, to support the advice process.
  • Able to work within defined business processes.
  • Ability to achieve agreed outcomes without supervision.
  • Able to multitask and prioritise effectively.
  • Good level of knowledge of investments and Pensions advice

In return they can offer you:


  • Life Cover
  • Private Health Cover
  • Pension
  • Free Parking
  • Holiday pay
  • UP TO £25,000 PA
Experience of working in an IFA office/Financial services industry is _
essential._
-
For more information please contact Natalie in our Southampton Office_