Senior Financial Services Coordinator

7 days ago


Marlow, United Kingdom Blakemore Recruitment Full time

Job Overview

We are recruiting for a Senior IFA Administrator to join our team in Marlow. This role involves supporting the Central Administration Team in ensuring the efficient and effective use of our back-office system, Intelligent Office (IO). The successful candidate will have a strong understanding of IO and be able to support the team in project work relating to data integrity, maintenance, and development of admin processes.

Key Tasks:

  1. Opening and sorting daily post on a rota
  2. Sending daily post on a rota
  3. Answering the telephone and directing calls, taking and passing on messages
  4. Liaising with clients, insurance companies, and advisers via email, telephone, and in person
  5. Developing and building relationships with clients
  6. Preparation and submission of new business applications, including obtaining illustrations/quotations, product literature, fund/transfer values from insurance companies
  7. Maintenance of client records using Iress
  8. Scanning documentation
  9. Preparation of valuations
  10. Competent use of investment platform for placing trades and managing client cash accounts

Requirements:

  • 2-3+ years' experience within the independent sector of the financial services industry, in a relevant administration or operations role
  • Excellent written and visual presentation skills with high attention to detail
  • Excellent IT skills, being highly proficient in the use of Microsoft Office packages including at least intermediate Excel knowledge
  • Understanding of the needs of Financial Services teams and FCA rules and compliance
  • A CII Certificate level qualification (and/or other relevant financial qualifications) will be an advantage

Salary: £35,000 - £45,000 per annum



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