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Financial Services Administrator

2 months ago

Ormskirk, United Kingdom Page Personnel Full time

About the Role:

We are working with a successful financial services organisation to recruit for an IFA Administrator to join their growing administration function.

About the Company:

This financial services business has been established for nearly 20 years, with a strong staff count and an ever-growing team. They were formed with several clear goals, and continue to build their name in the market for being straightforward financial advisers. This business has a great culture and really nurtures their staff, allowing people to carve out their own careers.

Key Responsibilities:

  • Preparing portfolio valuations, producing illustrations, and processing new business
  • Arranging meetings with clients for the advisers
  • Handling clients' requests and queries
  • Preparing suitability reports for the approval of the Financial Adviser in line with the company policy
  • Sending reports and investment information to clients
  • Accurately submitting data on the system for clients
  • Ensuring work is completed in specified timelines

Requirements:

  • Previous experience working in an IFA or financial planning firm
  • Experience of report writing, valuations, and appraisals would be ideal
  • Strong administration skill set
  • Great communication skills
  • Good working knowledge of Microsoft applications
  • Up-to-date with current FCA Legislation would be ideal

What We Offer:

  • £(phone number removed) salary
  • 25 days holiday
  • Study support for professional development
  • Pension contribution
  • Hybrid working
  • Healthcare
  • A great environment to learn and develop