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Financial Services Administrator
2 months ago
We are working with a successful financial services company to recruit for an IFA Administrator to join their growing administration team.
About the Company
This financial services business has been established for nearly 20 years, with a strong staff count and an ever-growing team. They were formed with several clear goals, and continue to build their name in the market for being straightforward financial advisers. This business has a great culture and really nurtures their staff, allowing people to carve out their own careers.
Job Description
As IFA Administrator, you will be responsible for:
- Preparing portfolio valuations, producing illustrations, and processing new business
- Arranging meetings with clients for the advisers
- Handling clients' requests and queries
- Preparing suitability reports for the approval of the Financial Adviser in line with the company policy
- Sending reports and investment information to clients
- Accurately submitting data on the system for clients
- Ensuring work is completed in specified timelines.
Requirements
The successful applicant for this role must have the following skills and experience:
- Previous experience working in a financial services or financial planning firm
- Experience of report writing, valuations, and appraisals would be ideal
- Strong administration skill set
- Great communication skills
- Good working knowledge of Microsoft applications
- Up-to-date with current FCA Legislation would be ideal
What We Offer
As IFA Administrator, you will get:
- £25,000-30,000 salary
- 25 days holiday
- Study support for professional development
- Pension contribution
- Hybrid working
- Healthcare
- Great environment to learn and develop
