Financial Services Administrator

3 weeks ago


London, United Kingdom TEMPLEGATE RECRUITMENT Full time

**TEMPLEGATE RECRUITMENT
Financial Services Specialist Recruiters**
**Job Title**: Financial Services Administrator
**Location**: London

**Benefits**: Competitive salary, Progression, Flexibility
**Salary**: Upto £28k Plus Bonuses
**About the Company**:
This prestigious and excellent reputable firm has a lot to offer the right person. Support is given and they help you grow and progress with your career, they offer a professional approach to Wealth Planning Advice and are looking for Talented individuals tojoin their team.
Our clients are looking for someone to provide administrative support to IFAs and/or Director of the firm in particular to advice, record keeping and business processing and managing of the firm’s clients and plans with providers.
**What Your Day to Day Duties Will Include IFA Administrator**:

- Ensure all dealings with customers are carried out in a professional and courteous manner.
- Liaise with clients with queries and questions and/or third parties to ensure tasks and cases are processed satisfactorily and in a timely manner.
- New Business Processing and recording on back office and Platforms;
- Updating Factfinds and IO generally, including tasks and notes.
- Undertake sufficient product and market research for specific cases when requested using Analytics and O&M.
- Provide Schedules of plans and policies, including Income or Asset schedules when required using Exel and/or Word.
- Prepare meeting packs in a timely manner for IFAs.
- Complete satisfactory New Business Submission Sheets and Replacement Contract Forms where required.
- Maintain IO task records and report to IFA and managers where necessary to avoid potential time delays and issues.
- Scanning of paperwork to IO.
- Communicating verbally and in writing with providers and clients on basic tasks.
- Deal with queries and questions from Advisers and/or clients.
- Arrange and complete transactions on plans using relevant Platforms e.g. investment fund switches and withdrawals.
- Assist with ad-hocs tasks and requests as they appear.

**What is Needed to Be Considered For This IFA Administrator Role**:

- Working knowledge of IO Software and Microsoft Office suite.
- IFA/Financial Services Experience of products and basic understanding of FCA regulatory framework.
- Knowledge and understanding of firm’s procedures and requirements for business processing.
- Understanding of the provision of advice to clients in a compliant manner as detailed in the firm’s compliance manual and procedures.



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