Financial Services Administrator

3 days ago


Gerrards Cross, Buckinghamshire, United Kingdom Eden Resourcing Full time

Role Overview

We are seeking a professional and proactive Financial Services Administrator to provide holistic support to our Financial Advisers in a close-knit team environment. This role offers a generous package and opportunities for development.

About the Company

Our successful wealth management practice provides fee-based advice to HNW clients, requiring a highly skilled and experienced Financial Services Administrator to join our team.

Duties and Responsibilities

  • Issue signed letters of authority (LOA) and transfer of agency (TOA) to providers and obtain standard policy information.
  • Obtain illustrations, key features documentation, fund factsheets, KIIIDs and application forms from Platforms/Providers as required.
  • Review meeting preparation – produce valuations and ensure correct documentation is gathered (risk profiling, factfind, client agreements etc).
  • Completion of product application forms, Trust documentation and new business submission (platforms).
  • Monitoring and oversight of new business applications and fees

Required Skills and Qualifications

  • Good working knowledge of Microsoft Office & Outlook
  • Relevant experience within an IFA environment
  • Positive can-do attitude

Benefits

This is an excellent role within a forward-thinking and innovative firm working in a vibrant team, who are continually looking to improve and develop the services which they offer to their clients. In return, you will receive a generous basic package (£35,000 - £40,000 per annum), and the support to develop your skills and further your career.



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