Senior Financial Services Administrator
1 month ago
This is a full-time role at Gerrards Cross, offering a competitive salary of £25,500 per annum. As a Trainee IFA Administrator - Adviser Support, you will be working with professional colleagues, introducers and high net worth clients.
The successful candidate will have strong data entry and record keeping skills, along with the ability to study towards professional qualifications. Our client offers a comprehensive training program to ensure your success in this role.
Key responsibilities include obtaining illustrations, key features documentation, fund factsheets, KIIIDs and application forms from Platforms/Providers as required. You will also be responsible for reviewing meeting preparation, monitoring and oversight of new business applications and fees, and updating client policy records on receipt of information on intelligent Office (Intelliflo).
Our Client: Founded in 1983, our client is a well-established financial services company that prioritises building long-term relationships with clients by tailoring financial solutions to meet individual needs. They offer a full range of financial planning solutions, ensuring clients receive the best appropriate advice.
Benefits Offered: A workplace pension, healthcare benefits, annual holiday allowance, inclusive culture promoting employee wellbeing and engagement, career progression, and the ability to take on higher level work.
As an equal opportunities employer, our client promotes diversity and inclusivity throughout their interview selection process. If you are a motivated and enthusiastic individual looking to begin your career in Financial Services, this could be the ideal opportunity for you.
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Financial Services Administrator
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