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Financial Services Administrator
4 months ago
Are you a financial services support professional, looking for a new role in a close-knit environment, with opportunities to develop within the IFA administration role. My client is based in Hemel Hempstead, provides plenty of free parking, an excellent package and working in a team of long standing employees. This is an office based role.
Due to continued success in providing fee-based advice to HNW clients, this successful wealth management practice requires a professional and proactive experienced Financial Services Administrator to provide holistic support to a Financial Adviser.
The successful candidate will have in depth knowledge and understanding of the Financial Planning process; have experience using industry software, ideally gained within a financial services practice.
Duties For This Role Will Include
• To provide business support to Financial Advisers, working within the agreed business objectives • Coordinating office activities and operations to secure efficiency and compliance to company policies and FCA regulation
• Obtaining relevant information from providers
• Making outbound telephone calls and receiving inbound telephone calls
• Preparing for client meetings including quote requests, obtaining valuations and appropriate literature
• Preparing and submitting applications and supporting documents to product providers
• To maintain and update client information • To assist the Practice Manager with operational projects were requested
• Pursue personal development of skills and knowledge necessary for the effective performance of the role The Candidate
• Good working knowledge of Microsoft Office & Outlook
• Relevant experience within Financial Services
Financial planning qualifications would be a bonus This is an excellent role within a forward thinking and innovative firm working in a vibrant team, who are continually looking to improve and develop the services which they offer to their clients. In return, you will receive a generous basic package and the support to develop your skills and further your career.
If you have at least 3 years of experience in a Financial Services or Wealth Management team and live within easy commuting distance of Hemel Hempstead and want a great career opportunity please apply now
