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Financial Services Administrator

2 months ago

High Wycombe, Buckinghamshire, United Kingdom Oxby and Parke Recruitment Full time
About the Role

We are seeking an experienced IFA administrator to join our team in High Wycombe. As a key member of our small but effective team, you will provide administrative support to our wider team, ensuring the smooth operation of our business.

Key Responsibilities
  • Manage all administrative duties from start to finish, ensuring timely and efficient completion.
  • Process and prepare new business enquiries, informative packs, and products, maintaining high standards of quality and individualisation.
  • Audit and prepare client packs, monitoring progress from start to finish and ensuring accuracy.
  • Review client reports as needed, providing valuable insights and recommendations.
  • Respond to client enquiries via email or telephone, delivering exceptional customer service and building strong relationships.
  • Ensure up-to-date procedures are followed and applied to daily tasks, maintaining a high level of professionalism and attention to detail.
About You
  • You will have experience working within an IFA setting or financial services role, with a strong understanding of the industry and its requirements.
  • You will be highly organised, a forward thinker, and possess excellent attention to detail, ensuring accuracy and efficiency in all aspects of your work.
  • You will have strong IT skills, with experience using Microsoft Office, Intelligent Office (IO), PaperCloud, and other provider platforms.
  • You will be driven to deliver results, working effectively in a timely manner and prioritising tasks to meet deadlines.