Administrative Support Specialist for Financial Services

1 week ago


Farnham, Surrey, United Kingdom Profiles Personnel Full time
Job Opportunity

We are seeking an experienced IFA Administrator to join our team at Profiles Personnel. As a key member of our team, you will be responsible for managing client information, administering new business opportunities, and liaising with clients and product providers.

Salary and Benefits

The estimated salary for this role is around £28,000 - £33,000 per annum, depending on experience, plus benefits such as being part of an Employee Ownership Trust and quarterly incentives.

Key Responsibilities

Key Responsibilities Include:

  • Managing client details on our in-house system
  • Administering new business opportunities
  • Liaising with clients for new business information, Terms of Business, tax returns
  • Verifying the completeness of client files
  • Liaising with product providers (e.g., for valuations, trusts, product terms)
  • Supporting advisers with meeting preparation, new client packs, agendas etc.
  • Contributing to the Investment Proposition as necessary
Requirements

The ideal candidate will have:

  • A background in Financial Services/Paraplanning preferred or a desire to enter the IFA industry
  • Ensure all client files are compliant on an ongoing basis
  • Respond to client contact and requests quickly and correctly
  • Maintain knowledge of relevant product, legislative and technical changes and ensure relevant CPD is maintained and recorded accurately
  • Strong organisational and time management skills
  • Excellent attention to detail and accuracy
  • A supportive and collaborative approach
Career Advancement

This role offers the opportunity to progress your career into a Paraplanning position, making it an excellent choice for those looking to advance their career in Financial Services.



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