Senior Financial Services Coordinator
7 days ago
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:
- Opening and sorting daily post on a rota
- Sending daily post on a rota
- Answering the telephone and directing calls, taking and passing on messages
- Liaising with clients, insurance companies, and advisers via email, telephone, and in person
- Developing and building relationships with clients
- Preparation and submission of new business applications, including obtaining illustrations/quotations, product literature, fund/transfer values from insurance companies
- Maintenance of client records using Iress
- Scanning documentation
- Preparation of valuations
- 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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