Experienced Financial Services Administrator
4 weeks ago
A chance to join a small forward thinking IFA with customer service and employee satisfaction at its heart.
Main Duties:
- to communicate with both clients and life companies in a professional manner and comply with the Company’s procedures.
- Updating back office systems with changes to client portfolios.
- Preparing paperwork pre and post client appointments.
- General administrative duties and other ad hoc work as required from time to time
Skills required:
Need to have experience of working with an investment platform (preferably Standard Life WRAP)
- Good written and verbal communication skills.
- Good organisational skills.
- Ability to work under pressure with excellent attention to detail.
- Confident using Microsoft Office products and the ability to learn new systems and processes.
- Previous experience of XPLAN back office would be nice
- Previous exam passes at FPC or RO levels not essential but preferable
What we can offer:
- Possibility to work flexibly
- Support for studying towards professional qualifications (fully funded)
- A competitive reward package.
**Salary**: £22,000.00-£25,000.00 per year
**Benefits**:
- Company pension
- Life insurance
- On-site parking
Schedule:
- Monday to Friday
Work Location: In person
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