Administrative Assistant
3 weeks ago
We are seeking an experienced Administrative Assistant to join our IFA Practice in Farnham. This is an exciting opportunity for someone looking to develop their skills and career in the financial services industry.
The ideal candidate will be highly organized, possess excellent communication skills, and have experience working in an administrative role. They will work closely with our financial advisors to provide administrative support and maintain accurate records.
Main Duties:
- Provide administrative support for new business development and client relations
- Input client details onto Prestwood system and maintain accurate records
- Liaise with clients and product providers for necessary information and documentation
- Maintain accurate filing systems and document control
Future Opportunities:
- Progress to attend client meetings and assist with scheduling
- Develop skills in technical research and fee estimation
- Become proficient in building financial plans using Prestwood system
- Draft and review suitability letters and simple tax returns
Working Conditions:
- Full-time, office-based role in Farnham, Surrey
- Monday - Friday, 9 am - 5:30 pm
- Salary: £32,000 - £34,000 per annum, plus performance-related bonuses
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