Financial Administrative Assistant

2 months ago


St Helens, United Kingdom Bond Rec Full time

Bond Recruitment is recruiting a part-time IFA Administrator on behalf of our client, a well-established Chartered Financial Planning firm in St Helens, Merseyside.


This is an office-based position where the successful candidate will provide comprehensive admin support to the financial advisers to include (but not limited to):


  • Diary & email management
  • Arranging appointments
  • Client/third party communications by telephone and email
  • Preparing letters and reports
  • Activity tracking
  • Managing incoming and outgoing post
  • Preparing all documents for adviser meetings and ensuring client information is recorded accurately
  • Processing New Business such as Investments/Pension/Protection applications
  • Process Ongoing client work
  • Point of contact for clients / Respond to client queries
  • Responsibility for full LOA process – Contacting client for plan details, sending information to providers and following up with providers to receive full plan information


Specification:

  • To work accurately and proficiently, with attention to detail.
  • Be able to take and execute instructions accurately.
  • Proficient in MS Office 365 and other industry related tools
  • Excellent spoken and written communication skills.
  • Proficient in the Intelligent Office Back Office System
  • Relevant experience of working in an admin role within an Independent Financial Advisory Firm.
  • Proficient in dealing with investments and pensions admin is essential
  • Proficient in dealing with Platform and Provider Portals
  • Ability to manage own workload, adapting and flexing to the needs of the business.
  • Ability to work independency and to take initiative to be productive.
  • Self-motivated with a can-do and tenacious attitude.
  • Good organisation skills and efficient time management skills
  • Desire, drive, and adaptable mindset to be part of a growing practice.
  • Embracing Change: Responds positively to change, embracing and using new practices or values to accomplish goals and solve problems.


Experience:

  • Pension & Investment administration 3 years
  • Financial Planning/advice administration: 3 years


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