Financial Services Administrator
4 weeks ago
We are seeking an organised and competent IFA Administrator to join our Client Delivery team on a hybrid arrangement working from our Plymouth office.
Key Responsibilities- Liaising with policy providers for policy details and obtaining policy illustrations.
- Processing new business applications, tracking to completion.
- Co-ordinating wealth planner's diaries and arranging client meetings.
- Preparing documentation for client appointments and meetings, including the production of annual planning meeting packs.
- Responding to email enquiries and liaising directly with clients.
- Sending prepared investment information and reports to clients.
- Ensuring all data entry is completed accurately and within specified timelines.
- At least a year's experience in a fast-paced financial services administration role, preferably in client and advisor support.
- Experience of XPLAN is desirable.
- Good communication, literacy and numeracy skills with a high degree of accuracy.
- Excellent interpersonal and organisational skills.
- Good working knowledge of Microsoft Word and Excel.
Established in 2009 and recently acquired by Aviva, we are a leading financial planning and wealth management firm of more than 200 Wealth Planners nationwide, delivering high-quality independent financial advice to more than 20,000 clients.
Benefits- Competitive basic salary, annual pay reviews and performance linked increases.
- Excellent company pension scheme with a generous employer contribution.
- Agile and family friendly working arrangements to allow for a great work/life balance.
- Company sick pay.
- Enhanced maternity, paternity and adoption pay.
- Up to 40% discount on Aviva Insurance & Investment products.
- Group Life Assurance Scheme: 8 x salary.
- Group Income Protection (financial support during long term illness).
- Benefit Hub; discounts on shopping, dining out, holidays and lots more.
- A range of health benefits including eye care vouchers and flu vaccinations.
- Voluntary flexible benefits platform including Private Medical Insurance, MediCash Plan, Dental Insurance and Critical Illness.
- Community Volunteering Days and Company Events.
- Wellbeing Support including: mental health first aid, menopause support, parental and compassionate leave.
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