Ifa/office Administrator

7 months ago


Deeside, United Kingdom Enriched Financial Services Full time

At Enriched Financial Services, the role of an Administrator is to provide support to the Financial Advisers and Paraplanners in order to provide clients with a professional and seamless ongoing Financial Planning experience. Key responsibilities include:

- Being the first point of contact for clients and dealing with their query if possible
- Coordinating and scheduling annual review meetings with clients.
- Help meet deadlines, customer needs and regulatory requirements.
- Keeping accurate records of the meetings and any follow-up actions and passing to the relevant team if follow up work is needed.
- Managing client database/maintaining CRM system
- Gathering and preparing all necessary documents and information for the meetings including the production of Annual review packs.
- Any other ad hoc administration as required by the team.

Knowledge & Experience:

- Strong organizational skills, attention to detail, and excellent communication skills.
- Experience working in the financial industry and has a good understanding of financial planning and investment concepts. (not essential but desired)
- Have the ability to work independently and manage multiple tasks and deadlines.
- Excellent organisational and time-management skills with the ability to prioritise efficiently.
- IT Literate

**Job Types**: Full-time, Permanent

Pay: £21,000.00-£24,000.00 per year

**Benefits**:

- Company pension
- Cycle to work scheme
- Financial planning services
- Life insurance
- On-site parking
- Private medical insurance
- Sick pay
- Work from home

Schedule:

- Monday to Friday

Supplemental pay types:

- Bonus scheme

**Education**:

- GCSE or equivalent (preferred)

Work Location: In person

Reference ID: EFS Admin 1



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