Financial Services Coordinator
6 days ago
The role of a Financial Services Administrator in Eden Resourcing's team involves supporting two experienced Financial Advisers. As a key member of the team, you will be responsible for providing holistic support to ensure seamless operations.
This Senior IFA Administration position requires a professional and proactive individual who can effectively manage various tasks. Key duties include:
- Issuing signed letters of authority and transfer of agency documentation to providers and obtaining policy information.
- Obtaining illustrations, key features documentation, fund factsheets, KIIIDs, and application forms from platforms/providers as required.
- Reviewing meeting preparation by producing valuations and ensuring correct documentation is gathered (risk profiling, factfind, client agreements etc).
- Completing product application forms, trust documentation, and new business submissions (platforms).
- Monitoring and oversight of new business applications and fees.
To succeed in this role, you should possess:
- A good working knowledge of Microsoft Office & Outlook.
- Relevant experience within an IFA environment.
- A positive can-do attitude.
You will be part of a forward-thinking and innovative firm working in a vibrant team, continuously striving to improve and develop services for clients. In return, you will receive a generous basic package and the support to develop your skills and further your career.
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Financial Services Administrator
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Financial Services Administrator
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