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Financial Services Administrator
1 month ago
TEMPLEGATE RECRUITMENT LIMITED is seeking a highly organized and detail-oriented individual to provide administrative support to our team of financial advisors.
About the Company:
We are a well-established and highly successful Independent Financial Advisory (IFA) firm that offers comprehensive financial planning and investment advice. Our team is dedicated to providing exceptional service to our clients, and we are looking for a professional who shares our commitment to excellence.
Key Responsibilities:
- Liaising with plan providers to obtain client information, valuations, and documentation.
- Completing, checking, and accurately inputting client details into Intelligent Office (IO) software.
- Maintaining and updating client records to ensure accuracy and compliance.
- Handling the submission and verification of new business applications to providers.
- Preparing, printing, binding, and sending reports, letters, and presentations.
- Managing incoming and outgoing correspondence, including letters, calls, emails, and faxes.
- Scheduling and coordinating meetings, including booking meeting rooms.
- Providing relevant documentation to Paraplanners and Financial Advisers.
- Ensuring adherence to Anti-Money Laundering (AML) regulations, FCA guidelines, Compliance standards, and Data Protection policies.
- Assisting with the preparation of client financial planning reviews.
Requirements:
- Previous experience in administration, ideally within a financial advisory firm.
- A solid understanding of financial products (Pensions, ISAs, Life Cover, Mortgages, etc.).
- Prior experience with Intelligent Office (IO) software.
- Strong organisational skills and a meticulous approach to work.
- Excellent verbal and written communication skills.
- Strong numeracy and literacy abilities.
- A proactive, thorough, and diligent work ethic.
- Ability to establish positive working relationships at all levels, including with clients, colleagues, product providers, and third-party contacts.
- Proficiency in Microsoft Word, Excel, and Outlook.
Why Apply?
If you are a motivated and detail-oriented individual with a passion for administration, we encourage you to apply for this exciting opportunity. Our team is dedicated to providing exceptional service to our clients, and we are looking for a professional who shares our commitment to excellence.
