Administrative Support Specialist
23 hours ago
We are recruiting for an Administrative Support Specialist - IFA to work in our National Financial Planning practice based in Henley-on-Thames.
Salary: £40,000 - £50,000 per annum
Job Overview:The successful candidate will support our Financial Planners in providing high-quality advice to clients.
Key Accountabilities:
- Client meeting preparation and information collation.
- Preparation and mailing of valuations.
- Product research and information gathering assistance.
- Illustrations procurement from Assureweb and product providers.
- New business application processing and compliance checking.
- Existing business query resolution.
- Client review pack production for Financial Planners.
- Intelliflo (IO) client file maintenance.
- Effective filing and communication system organisation.
- Post management and general office administration.
- Professional and courteous client interaction management.
- Supporting documentation maintenance according to company procedures.
Candidates should have:
- FPC qualification or equivalent.
- A level or equivalent education standard.
- Experience working with Financial Advisors or comparable.
- Compliance knowledge as detailed in the firm's manual and procedures.
- Strong customer services skills.
- Good IT skills, including Microsoft Office.
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