Posted by Robinson Financial Careers • £22K/yr to £27K/yr
A new role has become available for an experienced Administrator to join a national, Chartered Wealth Management Firm at their offices in Pontypool.
Working in collaboration with a Financial Adviser and other colleagues, you will assist the Financial Adviser in preparing recommendations in line with company policy including preparing and maintaining client records, learn all aspects of the business and become a valued member of the team and pass industry-based exams.
You will be expected to keep up to date with legislative and industry changes which affect the business and its clients.
You will have excellent verbal and written communication skills and be experienced in call handling, data inputting and database maintenance whilst working to agreed standards and strict deadlines.
The Higher Clerical Assistant/Word Processor Operator roles within the Service play a key part in supporting the Multi Agency Safeguarding Team and other Social Worker and Personal Adviser teams in safeguarding and promoting the wellbeing of children, young people and their families.
The role is suited to someone with 2 years' experience within the financial advice sector, as an IFA Administrator or within compliance.
Excel experience preferred. The Company
Ideally this will be an organised individual who will work with Financial Advisors within member firms to identify the required compliance framework and ensure it is followed through planning and clear conversation.
This is an exciting opportunity for an experienced Administrator who is looking to develop their expertise further.
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