Financial Services Administrator
7 days ago
**TEMPLEGATE RECRUITMENT**
**Financial Services Specialist Recruiters**
**Job Title**:Financial Services Administrator
**Location**:Henley
**Benefits**: Competitive salary, Great Holiday Allowance, Parking, Home Working ,Exam Support plus much more
**Salary**: £20k ~ £27k Depending on experience.
**About the Company**:
This prestigious and excellent reputable firm has a lot to offer the right person. Support is given and they help you grow and progress with your career, they offer a professional approach to Wealth Planning Advice and are looking for Talented individuals to join their team.
**What Your Day to Day Duties Will Include As A IFA Administrator**:
- Submitting new business, monitoring and tracking through to completion
- First point of contact for a regulated firm’s clients, and product providers
- Creating professional & accurate written correspondence, whilst complying with the regulated firm’s documentation standards.
- Ensuring the regulated firm is kept regularly updated in respect of ongoing work and progress.
- Producing mailshots, and transcribing dictated audio files.
- Ensuring appropriate notes & documentation maintained at all times, thus ensuring a quality audit trail is maintained
- Arranging and coordinating meetings, including meeting rooms & refreshments as necessary.
- Assisting with preparation for meetings, and preparing review packs.
- Maintaining back office systems, and investment platforms. Taking personal responsibility for accuracy of data recorded.
- Arranging new business Illustrations.
- Maintaining a diary system ensuring work is tracked and chased when appropriate.
- Ad hoc administration requests as may be reasonably required by the regulated firm.
**What is Needed to Be Considered For This IFA Administrator Role**:
- A-levels or equivalent further education
- Previous experience of working as a office administrator or Financial Services
- Able to cope with IT and telecommunications equipment
**Salary**: £20,000.00-£27,000.00 per year
Schedule:
- Monday to Friday
Reference ID: 1474
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